Savvy Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Savvy Advisors, Inc. holds 311,642 shares of AGG stock, worth $31.2 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
311,642
Previous 49,980
523.53%
Holding current value
$31.2 Million
Previous $4.94 Million
525.28%
% of portfolio
2.12%
Previous 0.51%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
2,169Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.75 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.12 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.59 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.43 Billion1.65% of portfolio