Dynamic Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 26 shares of AGG stock, worth $2,645. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$2,645
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.99 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.91 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio