Wade Financial Advisory, Inc Ishares Core U.S. Aggregate Bo Transaction History
Wade Financial Advisory, Inc
- $296 Million
- Q3 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 3,734 shares of AGG stock, worth $362,048. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,734
Previous 3,770
0.95%
Holding current value
$362,048
Previous $365,000
3.56%
% of portfolio
0.13%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio