True Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,291 shares of AGG stock, worth $332,522. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,291
Previous 2,957
11.3%
Holding current value
$332,522
Previous $289,000
10.38%
% of portfolio
0.13%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares 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$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio