United Capital Financial Advisers, LLC Ishares Core U.S. Aggregate Bo Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 761,202 shares of AGG stock, worth $74.4 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
761,202
Previous 729,821
4.3%
Holding current value
$74.4 Million
Previous $70.8 Million
8.81%
% of portfolio
0.39%
Previous 0.61%
Shares
31 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares 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