Tru Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Tru Wealth Advisors, LLC
- $1.49 Billion
- Q2 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 68,560 shares of AGG stock, worth $6.85 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
68,560
Previous 510,400
86.57%
Holding current value
$6.85 Million
Previous $50 Million
86.69%
% of portfolio
0.45%
Previous 3.5%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio