Souders Financial Advisors Ishares Core U.S. Aggregate Bo Transaction History
Souders Financial Advisors
- $639 Million
- Q2 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 251,733 shares of AGG stock, worth $25.2 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
251,733
Previous 244,257
3.06%
Holding current value
$25.2 Million
Previous $23.9 Million
2.14%
% of portfolio
3.83%
Previous 3.92%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio