Moss Adams Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Moss Adams Wealth Advisors LLC
- $725 Billion
- Q2 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 23,260 shares of AGG stock, worth $2.36 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,260
Previous 24,349
4.47%
Holding current value
$2.36 Million
Previous $2.38 Billion
5.32%
% of portfolio
0.31%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio