Source Financial Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Source Financial Advisors LLC holds 23,027 shares of AGG stock, worth $2.27 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
23,027
Previous 23,068
0.18%
Holding current value
$2.27 Million
Previous $2.24 Million
4.11%
% of portfolio
0.69%
Previous 0.69%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
2,120Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.67 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.3 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.08 Billion1.66% of portfolio