Kingswood Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,730 shares of AGG stock, worth $2.48 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,730
Previous 16,609
54.92%
Holding current value
$2.48 Million
Previous $1.65 Billion
52.88%
% of portfolio
0.29%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.22 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.38 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.62 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.97 Billion0.38% of portfolio