Cyndeo Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 333,576 shares of AGG stock, worth $33.3 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
333,576
Previous 327,774
1.77%
Holding current value
$33.3 Million
Previous $32.1 Million
0.87%
% of portfolio
2.56%
Previous 2.7%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio