Summit Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 232,404 shares of AGG stock, worth $23.6 Million. This represents 4.68% of its overall portfolio holdings.
Number of Shares
232,404
Previous 217,692
6.76%
Holding current value
$23.6 Million
Previous $21.3 Billion
5.81%
% of portfolio
4.68%
Previous 4.55%
Shares
19 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$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 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