Pacific Capital Wealth Advisors, Inc.'s ownership history for AGG

Pacific Capital Wealth Advisors, Inc. currently holds 21.4K shares with a market value of $2.1M. It started holding AGG on 2024-09-30. At its peak, it held 52.5K shares on 2024-12-31. Its highest holding value was $5.1M on 2024-09-30. At its lowest, it held 21.4K shares on 2026-03-31, with a value of $2.1M on 2026-03-31. In the recent 180 days, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 207. In the recent year, Pacific Capital Wealth Advisors, Inc. has decreased its shares by 25.3K.