Momentum Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Momentum Advisors, LLC
- $96.6 Million
- Q4 2022
A detailed history of Momentum Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Momentum Advisors, LLC holds 3,919 shares of AGG stock, worth $384,767. This represents 0.39% of its overall portfolio holdings.
Number of Shares
3,919
Previous 2,423
61.74%
Holding current value
$384,767
Previous $233,000
63.09%
% of portfolio
0.39%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio