Melfa Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Melfa Wealth Management, LLC
- $143 Billion
- Q2 2024
A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,674 shares of AGG stock, worth $467,213. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,674
Previous 4,436
5.37%
Holding current value
$467,213
Previous $434 Million
4.44%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares 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