1900 Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
1900 Wealth Management LLC
- $1.11 Billion
- Q4 2024
A detailed history of 1900 Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 1900 Wealth Management LLC holds 2,247 shares of AGG stock, worth $219,531. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,247
Previous 2,566
12.43%
Holding current value
$219,531
Previous $259,000
16.22%
% of portfolio
0.02%
Previous 0.02%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio