Wealthedge Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wealthedge Investment Advisors, LLC
- $222 Billion
- Q1 2025
A detailed history of Wealthedge Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 5,348 shares of AGG stock, worth $525,280. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,348
Previous 9,563
44.08%
Holding current value
$525,280
Previous $927 Million
42.91%
% of portfolio
0.24%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,167Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.6 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.98 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.3 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.76 Billion1.6% of portfolio