Summit Trail Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Summit Trail Advisors, LLC
- $3.76 Billion
- Q2 2024
A detailed history of Summit Trail Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 1,738,964 shares of AGG stock, worth $176 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
1,738,964
Previous 1,737,414
0.09%
Holding current value
$176 Million
Previous $170 Million
0.8%
% of portfolio
4.49%
Previous 4.59%
Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares 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$6.95 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.88 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.66 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.46 Billion1.52% of portfolio