Carlsbad Wealth Advisory Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 5,931 shares of AGG stock, worth $599,386. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,931Holding current value
$599,386% of portfolio
0.37%Shares
1 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
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Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
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Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
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Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio