Soa Wealth Advisors, Llc. Ishares Core U.S. Aggregate Bo Transaction History
Soa Wealth Advisors, Llc.
- $491 Million
- Q2 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 3,897 shares of AGG stock, worth $395,779. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,897
Previous 3,576
8.98%
Holding current value
$395,779
Previous $350,000
8.0%
% of portfolio
0.08%
Previous 0.07%
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