Momentum Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Momentum Advisors, LLC
- $96.6 Million
- Q4 2022
A detailed history of Momentum Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Momentum Advisors, LLC holds 3,919 shares of AGG stock, worth $379,986. This represents 0.39% of its overall portfolio holdings.
Number of Shares
3,919
Previous 2,423
61.74%
Holding current value
$379,986
Previous $233,000
63.09%
% of portfolio
0.39%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio