Soa Wealth Advisors, Llc. Ishares Core U.S. Aggregate Bo Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,820 shares of AGG stock, worth $373,366. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,820
Previous 3,820
-0.0%
Holding current value
$373,366
Previous $386,000
-0.0%
% of portfolio
0.07%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio