Pacific Capital Wealth Advisors, Inc Ishares Core U.S. Aggregate Bo Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 52,469 shares of AGG stock, worth $5.21 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
52,469
Previous 50,269
4.38%
Holding current value
$5.21 Million
Previous $5.09 Million
0.12%
% of portfolio
0.85%
Previous 0.86%
Shares
21 transactions
Others Institutions Holding AGG
# of Institutions
2,117Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.73 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.34 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.12 Billion1.66% of portfolio