Long Run Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Long Run Wealth Advisors, LLC
- $392 Million
- Q2 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 20,389 shares of AGG stock, worth $2.06 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
20,389
Previous 20,334
0.27%
Holding current value
$2.06 Million
Previous $1.99 Million
0.6%
% of portfolio
0.5%
Previous 0.53%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio