Coastal Investment Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 13,166 shares of AGG stock, worth $1.29 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
13,166
Previous 19,488
32.44%
Holding current value
$1.29 Million
Previous $1.97 Million
35.38%
% of portfolio
0.54%
Previous 0.94%
Shares
24 transactions
Others Institutions Holding AGG
# of Institutions
2,109Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.6 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.25 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio