Joel Adams & Associates, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 150,439 shares of AGG stock, worth $14.7 Million. This represents 13.24% of its overall portfolio holdings.
Number of Shares
150,439Holding current value
$14.7 Million% of portfolio
13.24%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,003Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.92 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.48 Billion0.1% of portfolio