Atria Wealth Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 516,385 shares of AGG stock, worth $50.1 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
516,385
Previous 475,131
8.68%
Holding current value
$50.1 Million
Previous $46.1 Million
13.39%
% of portfolio
0.59%
Previous 0.52%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio