Prevail Innovative Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Prevail Innovative Wealth Advisors, LLC
- $283 Billion
- Q2 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 11,886 shares of AGG stock, worth $1.17 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
11,886
Previous 11,045
7.61%
Holding current value
$1.17 Million
Previous $1.08 Billion
6.66%
% of portfolio
0.41%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.03BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.73 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.54 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.35 Billion1.52% of portfolio