Sovereign Investment Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sovereign Investment Advisors, LLC
- $317 Million
- Q4 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 66,542 shares of AGG stock, worth $6.44 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
66,542
Previous 65,711
1.26%
Holding current value
$6.44 Million
Previous $6.65 Million
3.11%
% of portfolio
2.04%
Previous 2.3%
Shares
20 transactions
Others Institutions Holding AGG
# of Institutions
2,084Shares Held
1.18BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.21 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5 Billion1.66% of portfolio