Life Goal Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
Life Goal Wealth Advisors
- $105 Billion
- Q2 2025
A detailed history of Life Goal Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Life Goal Wealth Advisors holds 12,794 shares of AGG stock, worth $1.27 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
12,794
Previous 11,575
10.53%
Holding current value
$1.27 Million
Previous $1.15 Billion
10.84%
% of portfolio
1.21%
Previous 1.24%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,160Shares Held
1.29BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.04 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio