U.S. Capital Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 7,153 shares of AGG stock, worth $726,458. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,153
Previous 7,326
2.36%
Holding current value
$726,458
Previous $717,000
3.21%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio