Summit Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Summit Financial Group, Inc.
- $279 Million
- Q1 2024
A detailed history of Summit Financial Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Financial Group, Inc. holds 60,717 shares of AGG stock, worth $6.13 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
60,717
Previous 54,850
10.7%
Holding current value
$6.13 Million
Previous $5.44 Million
9.24%
% of portfolio
2.13%
Previous 2.1%
Shares
20 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