Richard W. Paul & Associates, LLC Ishares Core U.S. Aggregate Bo Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 114,115 shares of AGG stock, worth $11.1 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
114,115
Previous 114,000
0.1%
Holding current value
$11.1 Million
Previous $11.5 Billion
4.22%
% of portfolio
4.03%
Previous 4.15%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,022Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio