Hillcrest Wealth Advisors Ny, LLC Ishares Core U.S. Aggregate Bo Transaction History
Hillcrest Wealth Advisors Ny, LLC
- $186 Million
- Q2 2024
A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 54,030 shares of AGG stock, worth $5.31 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
54,030
Previous 45,375
19.07%
Holding current value
$5.31 Million
Previous $4.44 Million
18.0%
% of portfolio
2.82%
Previous 2.41%
Shares
22 transactions
Others Institutions Holding AGG
# of Institutions
1,874Shares Held
958MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.38 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.75 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.72 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.32 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.04 Billion0.38% of portfolio