Archvest Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Archvest Wealth Advisors, Inc.
- $137 Million
- Q4 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 249,629 shares of AGG stock, worth $24.5 Million. This represents 17.63% of its overall portfolio holdings.
Number of Shares
249,629
Previous 393,873
36.62%
Holding current value
$24.5 Million
Previous $39.9 Million
39.36%
% of portfolio
17.63%
Previous 24.05%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
2,123Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio