Premier Path Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 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 5,792 shares of AGG stock, worth $565,878. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,792
Previous 5,359
8.08%
Holding current value
$565,878
Previous $543 Million
3.42%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
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, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio