Nicolet Advisory Services, LLC Ishares Core U.S. Aggregate Bo Transaction History
Nicolet Advisory Services, LLC
- $1.15 Billion
- Q2 2025
A detailed history of Nicolet Advisory Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 12,105 shares of AGG stock, worth $1.22 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,105
Previous 3,365
259.73%
Holding current value
$1.22 Million
Previous $332,000
261.45%
% of portfolio
0.1%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio