Vestwell Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Vestwell Advisors, LLC
- $222 Billion
- Q2 2025
A detailed history of Vestwell Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vestwell Advisors, LLC holds 356,572 shares of AGG stock, worth $35.7 Million. This represents 15.96% of its overall portfolio holdings.
Number of Shares
356,572Holding current value
$35.7 Million% of portfolio
15.96%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,168Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.75 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.12 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.59 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.43 Billion1.65% of portfolio