True Private Wealth Advisors Ishares Agency Bond ETF Transaction History
True Private Wealth Advisors
- $799 Million
- Q3 2024
A detailed history of True Private Wealth Advisors transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 751,689 shares of AGZ stock, worth $81.3 Million. This represents 10.39% of its overall portfolio holdings.
Number of Shares
751,689
Previous 352,426
113.29%
Holding current value
$81.3 Million
Previous $37.9 Million
118.8%
% of portfolio
10.39%
Previous 4.46%
Shares
4 transactions
Others Institutions Holding AGZ
# of Institutions
151Shares Held
4.8MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO352KShares$38 Million0.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL314KShares$33.9 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL211KShares$22.8 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$20.3 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA172KShares$18.6 Million3.35% of portfolio