Vision Point Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 11,761 shares of AGG stock, worth $1.18 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,761
Previous 17,950
34.48%
Holding current value
$1.18 Million
Previous $1.78 Million
33.6%
% of portfolio
0.25%
Previous 0.41%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall 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