United Asset Strategies, Inc. Ishares Core U.S. Aggregate Bo Transaction History
United Asset Strategies, Inc.
- $1.07 Billion
- Q3 2024
A detailed history of United Asset Strategies, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, United Asset Strategies, Inc. holds 29,100 shares of AGG stock, worth $2.84 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
29,100
Previous 32,601
10.74%
Holding current value
$2.84 Million
Previous $3.16 Million
6.89%
% of portfolio
0.28%
Previous 0.31%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio