Wade Financial Advisory, Inc Ishares Core U.S. Aggregate Bo Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 3,761 shares of AGG stock, worth $366,547. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,761
Previous 3,734
0.72%
Holding current value
$366,547
Previous $378,000
3.7%
% of portfolio
0.12%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio