United Asset Strategies, Inc. Ishares Agency Bond ETF Transaction History
United Asset Strategies, Inc.
- $993 Million
- Q1 2024
A detailed history of United Asset Strategies, Inc. transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 10,860 shares of AGZ stock, worth $1.17 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,459
3.83%
Holding current value
$1.17 Million
Previous $1.13 Million
3.44%
% of portfolio
0.12%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AGZ
# of Institutions
151Shares Held
4.28MCall Options Held
0Put Options Held
0-
Assetmark, Inc386KShares$41.5 Million0.14% of portfolio
-
Stifel Financial Corp St. Louis, MO331KShares$35.6 Million0.04% of portfolio
-
True Private Wealth Advisors330KShares$35.4 Million4.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL272KShares$29.2 Million0.05% of portfolio
-
Mill Creek Capital Advisors, LLC Conshohocken, PA158KShares$16.9 Million0.47% of portfolio