Herold Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
A detailed history of Herold Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Herold Advisors, Inc. holds 2,179 shares of AGG stock, worth $212,888. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,179
Previous 2,159
0.93%
Holding current value
$212,888
Previous $209,000
5.26%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,022Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio