Able Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Able Wealth Management LLC
- $266 Billion
- Q3 2025
A detailed history of Able Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Able Wealth Management LLC holds 2,047 shares of AGG stock, worth $206,071. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,047Holding current value
$206,071% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,183Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio