Rise Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Rise Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rise Advisors, LLC holds 3,340 shares of AGG stock, worth $320,439. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,340
Previous 3,588
6.91%
Holding current value
$320,439
Previous $363,000
11.02%
% of portfolio
0.16%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.06BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.7 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.82 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.88 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.69 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.42 Billion0.1% of portfolio