Valley Forge Investment Consultants Inc Adv Ishares Core U.S. Aggregate Bo Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 31,667 shares of AGG stock, worth $3.1 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
31,667
Previous 8,372
278.25%
Holding current value
$3.1 Million
Previous $847,000
262.22%
% of portfolio
1.06%
Previous 0.3%
Shares
18 transactions
Others Institutions Holding AGG
# of Institutions
2,111Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.63 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.97 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.28 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.06 Billion1.66% of portfolio