Crewe Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Crewe Advisors LLC
- $709 Million
- Q4 2024
A detailed history of Crewe Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Crewe Advisors LLC holds 4,623 shares of AGG stock, worth $452,453. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,623
Previous 4,623
-0.0%
Holding current value
$452,453
Previous $468,000
4.49%
% of portfolio
0.06%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
2,135Shares 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$7.62 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.96 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.27 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.05 Billion1.66% of portfolio