Trajan Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Trajan Wealth LLC
- $1.56 Trillion
- Q2 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 960,450 shares of AGG stock, worth $97.5 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
960,450
Previous 913,459
5.14%
Holding current value
$97.5 Million
Previous $89.5 Billion
4.21%
% of portfolio
5.98%
Previous 6.05%
Shares
2 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$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio