Long Run Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Long Run Wealth Advisors, LLC
- $420 Million
- Q3 2024
A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 53,633 shares of AGG stock, worth $5.2 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
53,633
Previous 20,389
163.05%
Holding current value
$5.2 Million
Previous $1.98 Million
174.43%
% of portfolio
1.29%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio