Clearwater Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Clearwater Capital Advisors, LLC
- $973 Million
- Q3 2024
A detailed history of Clearwater Capital Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 140,417 shares of AGG stock, worth $13.6 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
140,417
Previous 147,667
4.91%
Holding current value
$13.6 Million
Previous $14.3 Million
0.8%
% of portfolio
1.46%
Previous 1.6%
Shares
8 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