Wade Financial Advisory, Inc Ishares Core U.S. Aggregate Bo Transaction History
Wade Financial Advisory, Inc
- $278 Million
- Q2 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 3,770 shares of AGG stock, worth $382,881. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,770
Previous 3,755
0.4%
Holding current value
$382,881
Previous $367,000
0.54%
% of portfolio
0.13%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio