Long View Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Long View Wealth Management
- $313 Billion
- Q3 2024
A detailed history of Long View Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Long View Wealth Management holds 14,447 shares of AGG stock, worth $1.41 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
14,447
Previous 15,879
9.02%
Holding current value
$1.41 Million
Previous $1.54 Billion
5.08%
% of portfolio
0.47%
Previous 0.57%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 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
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio