Motive Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
Motive Wealth Advisors
- $166 Million
- Q2 2024
A detailed history of Motive Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Motive Wealth Advisors holds 91,531 shares of AGG stock, worth $9.29 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
91,531
Previous 81,864
11.81%
Holding current value
$9.29 Million
Previous $8.02 Million
10.81%
% of portfolio
5.34%
Previous 4.86%
Shares
13 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