Primoris Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Primoris Wealth Advisors, LLC
- $119 Million
- Q1 2025
A detailed history of Primoris Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 4,840 shares of AGG stock, worth $479,111. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,840Holding current value
$479,111% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.21BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio