Discipline Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History
Discipline Wealth Solutions, LLC
- $198 Million
- Q1 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 11,256 shares of AGG stock, worth $1.11 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
11,256
Previous 11,746
4.17%
Holding current value
$1.11 Million
Previous $1.14 Million
2.2%
% of portfolio
0.56%
Previous 0.55%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,141Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio