Surevest, LLC Ishares Core U.S. Aggregate Bo Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Surevest, LLC holds 150,531 shares of AGG stock, worth $14.6 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
150,531
Previous 153,357
1.84%
Holding current value
$14.6 Million
Previous $15.6 Million
7.0%
% of portfolio
3.95%
Previous 4.09%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.26 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$4.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio