Sovereign Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sovereign Investment Advisors, LLC
- $276 Million
- Q2 2024
A detailed history of Sovereign Investment Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 64,147 shares of AGG stock, worth $6.32 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
64,147
Previous 64,524
0.58%
Holding current value
$6.32 Million
Previous $6.32 Million
1.47%
% of portfolio
2.26%
Previous 2.25%
Shares
18 transactions
Others Institutions Holding AGG
# of Institutions
1,928Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.54 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.34 Billion1.52% of portfolio