Octavia Wealth Advisors, LLC Ishares Tr Core Intl Aggregate Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 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 359,240 shares of IAGG stock, worth $17.9 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
359,240
Previous 343,048
4.72%
Holding current value
$17.9 Million
Previous $17.8 Million
0.88%
% of portfolio
2.18%
Previous 2.21%
Shares
5 transactions
Others Institutions Holding IAGG
# of Institutions
379Shares Held
102MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY13.9MShares$692 Million0.02% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA13.5MShares$676 Million1.44% of portfolio
-
Jpmorgan Chase & CO New York, NY12.9MShares$645 Million0.05% of portfolio
-
Matson Money. Inc.8.56MShares$428 Million15.3% of portfolio
-
Jones Financial Companies Lllp6.27MShares$313 Million0.33% of portfolio