Souders Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History
Souders Financial Advisors
- $683 Million
- Q3 2024
A detailed history of Souders Financial Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Souders Financial Advisors holds 222,389 shares of AGG stock, worth $21.7 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
222,389
Previous 251,733
11.66%
Holding current value
$21.7 Million
Previous $24.4 Million
7.83%
% of portfolio
3.3%
Previous 3.83%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares 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
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Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio