Visionary Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Visionary Wealth Advisors holds 253,014 shares of AGG stock, worth $25.5 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
253,014
              Previous 233,919
              
        
           8.16%
        
      
          
        Holding current value
$25.5 Million
            Previous $23.1 Million
            
        
           8.47%
        
      
          
        % of portfolio
1.38%
            Previous 1.48%
          
        Shares
	  23 transactions
	
  Others Institutions Holding AGG
# of Institutions
2,187Shares Held
1.3BCall Options Held
213KPut Options Held
130K- 
    
      Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
- 
    
      Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
- 
    
      Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio