W Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
W Advisors, LLC
- $159 Million
- Q4 2024
A detailed history of W Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, W Advisors, LLC holds 3,629 shares of AGG stock, worth $354,553. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,629
Previous 3,629
-0.0%
Holding current value
$354,553
Previous $367,000
4.36%
% of portfolio
0.22%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
2,009Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio