Wells Financial Advisors Inc Ishares Core U.S. Aggregate Bo Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wells Financial Advisors Inc holds 23,396 shares of AGG stock, worth $2.26 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
23,396
Previous 22,046
6.12%
Holding current value
$2.26 Million
Previous $2.19 Million
4.71%
% of portfolio
1.61%
Previous 1.59%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.22 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.38 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.62 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.97 Billion0.38% of portfolio