Octavia Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 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 343,048 shares of IAGG stock, worth $17.2 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
343,048
Previous 215,040
59.53%
Holding current value
$17.2 Million
Previous $10.7 Million
65.6%
% of portfolio
2.21%
Previous 1.47%
Shares
4 transactions
Others Institutions Holding IAGG
# of Institutions
381Shares Held
102MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY13.9MShares$693 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA13.5MShares$677 Million1.44% of portfolio
-
Jpmorgan Chase & CO New York, NY12.9MShares$646 Million0.05% of portfolio
-
Matson Money. Inc.8.56MShares$428 Million15.3% of portfolio
-
Jones Financial Companies Lllp6.27MShares$314 Million0.33% of portfolio