Wetzel Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Wetzel Investment Advisors, Inc.
- $194 Million
- Q3 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 4,221 shares of AGG stock, worth $418,723. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,221
Previous 144,960
97.09%
Holding current value
$418,723
Previous $14.1 Million
96.97%
% of portfolio
0.22%
Previous 8.1%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$12.1 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$5.04 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.85 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.57 Billion0.1% of portfolio