Exencial Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 122,431 shares of AGG stock, worth $11.9 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
122,431
Previous 138,903
11.86%
Holding current value
$11.9 Million
Previous $14.1 Million
15.66%
% of portfolio
0.45%
Previous 0.52%
Shares
21 transactions
Others Institutions Holding AGG
# of Institutions
2,062Shares Held
1.14BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.21 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5 Billion1.66% of portfolio