Wealthspire Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
A detailed history of Wealthspire Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 278,460 shares of AGG stock, worth $27.2 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
278,460
Previous 174,431
59.64%
Holding current value
$27.2 Million
Previous $16.9 Million
66.54%
% of portfolio
0.29%
Previous 0.22%
Shares
24 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio