Octavia Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History
Octavia Wealth Advisors, LLC
- $732 Million
- Q2 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 215,040 shares of IAGG stock, worth $11.2 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
215,040
Previous 200,287
7.37%
Holding current value
$11.2 Million
Previous $10 Million
7.3%
% of portfolio
1.47%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding IAGG
# of Institutions
366Shares Held
91.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY13.9MShares$719 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA13MShares$675 Million1.45% of portfolio
-
Matson Money. Inc.8.53MShares$442 Million14.16% of portfolio
-
Jpmorgan Chase & CO New York, NY6.94MShares$360 Million0.03% of portfolio
-
Jones Financial Companies Lllp5.61MShares$291 Million0.32% of portfolio