Stephenson & Company, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Stephenson & Company, Inc.
- $165 Billion
- Q2 2025
A detailed history of Stephenson & Company, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Stephenson & Company, Inc. holds 3,072 shares of AGG stock, worth $303,943. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,072
-0.0%
Holding current value
$303,943
Previous $304 Million
0.28%
% of portfolio
0.19%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,167Shares Held
1.31BCall Options Held
122KPut Options Held
132K-
Jones Financial Companies Lllp145MShares$14.4 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.65 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.51 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio