Sequoia Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 166,628 shares of AGG stock, worth $16.4 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
166,628
Previous 180,620
7.75%
Holding current value
$16.4 Million
Previous $18.3 Million
11.73%
% of portfolio
0.14%
Previous 0.2%
Shares
32 transactions
Others Institutions Holding AGG
# of Institutions
2,116Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio