Daner Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Daner Wealth Management, LLC
- $150 Million
- Q3 2025
A detailed history of Daner Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Daner Wealth Management, LLC holds 2,350 shares of AGG stock, worth $236,574. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,350
Previous 2,350
-0.0%
Holding current value
$236,574
Previous $233 Million
99.9%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,175Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio