Wescott Financial Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 63,073 shares of AGG stock, worth $6.21 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
63,073
Previous 59,836
5.41%
Holding current value
$6.21 Million
Previous $5.86 Million
4.47%
% of portfolio
0.8%
Previous 0.83%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,936Shares 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