Ep Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,315,491 shares of AGG stock, worth $228 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
2,315,491
Previous 1,688,763
37.11%
Holding current value
$228 Million
Previous $171 Million
31.19%
% of portfolio
1.91%
Previous 1.52%
Shares
30 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
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio