Trajan Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Trajan Wealth LLC holds 989,922 shares of AGG stock, worth $95.9 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
989,922
Previous 960,450
3.07%
Holding current value
$95.9 Million
Previous $93.2 Billion
7.53%
% of portfolio
5.91%
Previous 5.98%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,972Shares 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$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio