Sage View Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,391,240 shares of AGG stock, worth $333 Million. This represents 14.3% of its overall portfolio holdings.
Number of Shares
3,391,240
Previous 3,143,993
7.86%
Holding current value
$333 Million
Previous $305 Billion
10.11%
% of portfolio
14.3%
Previous 13.11%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
2,168Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.6 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.98 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.97 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.29 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.76 Billion1.6% of portfolio