Warren Averett Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 138,808 shares of AGG stock, worth $13.7 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
138,808
Previous 65,609
111.57%
Holding current value
$13.7 Million
Previous $6.43 Million
109.71%
% of portfolio
0.27%
Previous 0.15%
Shares
28 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.81 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio