Premier Path Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Premier Path Wealth Partners, LLC
- $587 Billion
- Q2 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 4,990 shares of AGG stock, worth $507,682. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,990
Previous 2,967
68.18%
Holding current value
$507,682
Previous $322 Million
50.55%
% of portfolio
0.08%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.99 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.91 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio