Rocky Mountain Advisers, LLC Ishares Core U.S. Aggregate Bo Transaction History
Rocky Mountain Advisers, LLC
- $121 Million
- Q4 2024
A detailed history of Rocky Mountain Advisers, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 250 shares of AGG stock, worth $24,350. This represents 0.02% of its overall portfolio holdings.
Number of Shares
250
Previous 308
18.83%
Holding current value
$24,350
Previous $31,000
22.58%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
2,004Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.92 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.48 Billion0.1% of portfolio