Rocky Mountain Advisers, LLC Ishares Core U.S. Aggregate Bo Transaction History
Rocky Mountain Advisers, LLC
- $126 Million
- Q3 2025
A detailed history of Rocky Mountain Advisers, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 250 shares of AGG stock, worth $25,167. This represents 0.02% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$25,167
Previous $24,000
4.17%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall 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