Wipfli Financial Advisors Llc, Ishares Core U.S. Aggregate Bo Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 76,623 shares of AGG stock, worth $7.4 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
76,623
Previous 48,156
59.11%
Holding current value
$7.4 Million
Previous $0
Infinity%
% of portfolio
0.52%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,970Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.7 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.87 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.91 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.72 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio