Spectrum Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Spectrum Investment Advisors, Inc.
- $137 Billion
- Q2 2024
A detailed history of Spectrum Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 46,767 shares of AGG stock, worth $4.73 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
46,767
Previous 37,680
24.12%
Holding current value
$4.73 Million
Previous $3.69 Billion
23.01%
% of portfolio
3.32%
Previous 2.73%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio