Cascade Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 23,993 shares of AGG stock, worth $2.44 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,993
Previous 24,000
0.03%
Holding current value
$2.44 Million
Previous $2.3 Billion
1.13%
% of portfolio
0.31%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.99 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.91 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio