Avion Wealth Ishares Core U.S. Aggregate Bo Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Avion Wealth holds 15,419 shares of AGG stock, worth $1.52 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
15,419
Previous 15,398
0.14%
Holding current value
$1.52 Million
Previous $1.56 Million
4.17%
% of portfolio
0.38%
Previous 0.41%
Shares
19 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares 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
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Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio