Sequoia Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sequoia Financial Advisors, LLC
- $8.06 Billion
- Q2 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 224,690 shares of AGG stock, worth $22.7 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
224,690
Previous 2,220,916
89.88%
Holding current value
$22.7 Million
Previous $218 Million
89.97%
% of portfolio
0.27%
Previous 2.73%
Shares
30 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio