Regimen Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regimen Wealth, LLC holds 167,055 shares of AGG stock, worth $16.9 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
167,055
Previous 164,802
1.37%
Holding current value
$16.9 Million
Previous $16.1 Billion
0.47%
% of portfolio
5.58%
Previous 5.6%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.95 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.88 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.66 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.46 Billion1.52% of portfolio