True Private Wealth Advisors Ishares Agency Bond ETF Transaction History
True Private Wealth Advisors
- $857 Million
- Q1 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 329,582 shares of AGZ stock, worth $35.5 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
329,582
Previous 339,760
3.0%
Holding current value
$35.5 Million
Previous $36.8 Million
3.34%
% of portfolio
4.15%
Previous 4.72%
Shares
2 transactions
Others Institutions Holding AGZ
# of Institutions
151Shares Held
4.28MCall Options Held
0Put Options Held
0-
Assetmark, Inc386KShares$41.5 Million0.14% of portfolio
-
Stifel Financial Corp St. Louis, MO331KShares$35.6 Million0.04% of portfolio
-
High Tower Advisors, LLC Chicago, IL272KShares$29.2 Million0.05% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA158KShares$17 Million0.47% of portfolio
-
Black Rock Inc. New York, NY155KShares$16.7 Million0.0% of portfolio