Sound View Wealth Advisors Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 30,000 shares of AGG stock, worth $2.91 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
30,000
Previous 32,831
8.62%
Holding current value
$2.91 Million
Previous $3.26 Million
9.82%
% of portfolio
0.32%
Previous 0.36%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,870Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.27 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio