Vestia Personal Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 2,493 shares of AGG stock, worth $243,566. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,493
Previous 2,372
5.1%
Holding current value
$243,566
Previous $240 Million
0.56%
% of portfolio
0.2%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio