Oak Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 5,525 shares of AGG stock, worth $539,792. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,525Holding current value
$539,792% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,108Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio