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 $14.1 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
138,808
Previous 65,609
111.57%
Holding current value
$14.1 Million
Previous $6.43 Million
109.71%
% of portfolio
0.27%
Previous 0.15%
Shares
28 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$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio