Long Run Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Long Run Wealth Advisors, LLC
- $437 Million
- Q1 2025
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 87,920 shares of AGG stock, worth $8.67 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
87,920
Previous 56,134
56.63%
Holding current value
$8.67 Million
Previous $5.44 Million
59.59%
% of portfolio
1.99%
Previous 1.32%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
2,168Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.02 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.32 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio