Vestia Personal Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 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 2,372 shares of AGG stock, worth $231,483. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,372
Previous 2,212
7.23%
Holding current value
$231,483
Previous $215 Million
11.89%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio