Atlantic Edge Private Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Atlantic Edge Private Wealth Management, LLC
- $299 Billion
- Q2 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,783 shares of AGG stock, worth $178,228. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,783
Previous 2,781
35.89%
Holding current value
$178,228
Previous $272 Million
36.48%
% of portfolio
0.06%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio