Mount Yale Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,246 shares of AGG stock, worth $810,416. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,246
Previous 8,124
1.5%
Holding current value
$810,416
Previous $822,000
2.8%
% of portfolio
0.07%
Previous 0.08%
Shares
18 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