Sage View Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sage View Advisory Group, LLC
- $1.97 Trillion
- Q3 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,774,397 shares of AGG stock, worth $269 Million. This represents 14.26% of its overall portfolio holdings.
Number of Shares
2,774,397
Previous 2,949,690
5.94%
Holding current value
$269 Million
Previous $286 Billion
1.87%
% of portfolio
14.26%
Previous 13.3%
Shares
8 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