Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
A detailed history of Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Wealth Partners, LLC holds 40,477 shares of AGG stock, worth $4.05 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
40,477
Previous 39,137
3.42%
Holding current value
$4.05 Million
Previous $3.83 Billion
2.51%
% of portfolio
2.04%
Previous 2.17%
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