True Private Wealth Advisors Ishares Agency Bond ETF Transaction History
True Private Wealth Advisors
- $779 Million
- Q4 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 744,353 shares of AGZ stock, worth $80.4 Million. This represents 10.31% of its overall portfolio holdings.
Number of Shares
744,353
Previous 751,689
0.98%
Holding current value
$80.4 Million
Previous $83 Million
3.16%
% of portfolio
10.31%
Previous 10.39%
Shares
5 transactions
Others Institutions Holding AGZ
# of Institutions
164Shares Held
5.27MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL363KShares$39.2 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO359KShares$38.8 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL230KShares$24.9 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$20.3 Million0.01% of portfolio
-
Ambassador Advisors, LLC Lancaster, PA181KShares$19.6 Million3.56% of portfolio