Optivise Advisory Services LLC Ishares Core U.S. Aggregate Bo Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Optivise Advisory Services LLC holds 17,980 shares of AGG stock, worth $1.81 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
17,980
Previous 27,757
35.22%
Holding current value
$1.81 Million
Previous $2.75 Billion
34.54%
% of portfolio
1.07%
Previous 1.41%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
2,176Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio