Uptown Financial Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Uptown Financial Advisors LLC
- $117 Billion
- Q2 2025
A detailed history of Uptown Financial Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 6,168 shares of AGG stock, worth $610,261. This represents 0.52% of its overall portfolio holdings.
Number of Shares
6,168Holding current value
$610,261% of portfolio
0.52%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,163Shares Held
1.3BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp145MShares$14.4 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.04 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio