Valmark Advisers, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Valmark Advisers, Inc. holds 206,284 shares of AGG stock, worth $20.1 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
206,284
Previous 207,833
0.75%
Holding current value
$20.1 Million
Previous $21 Million
5.03%
% of portfolio
0.31%
Previous 0.33%
Shares
30 transactions
Others Institutions Holding AGG
# of Institutions
1,997Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.96 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio