United Advisor Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, United Advisor Group, LLC holds 24,340 shares of AGG stock, worth $2.36 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
24,340
Previous 21,151
15.08%
Holding current value
$2.36 Million
Previous $2.05 Million
20.02%
% of portfolio
0.58%
Previous 0.67%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,970Shares 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$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.92 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.73 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio