Philip James Wealth Mangement, LLC Ishares Core U.S. Aggregate Bo Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 3,796 shares of AGG stock, worth $370,869. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,796Holding current value
$370,869% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,013Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio