Zrc Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 33,844 shares of AGG stock, worth $3.28 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
33,844
Previous 33,671
0.51%
Holding current value
$3.28 Million
Previous $3.27 Billion
4.86%
% of portfolio
1.47%
Previous 1.55%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,972Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio