Octavia Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 167,030 shares of AGG stock, worth $17 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
167,030
Previous 134,079
24.58%
Holding current value
$17 Million
Previous $13.1 Million
23.47%
% of portfolio
2.21%
Previous 1.95%
Shares
11 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