Optivise Advisory Services LLC Ishares Core U.S. Aggregate Bo Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 2024
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 76,326 shares of AGG stock, worth $7.46 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
76,326Holding current value
$7.46 Million% of portfolio
4.07%Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,948Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio