Sax Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sax Wealth Advisors, LLC
- $1.04 Billion
- Q2 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,833 shares of AGG stock, worth $389,279. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,833
Previous 12,374
69.02%
Holding current value
$389,279
Previous $1.21 Million
69.28%
% of portfolio
0.04%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio