Merkkuri Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 32,131 shares of AGG stock, worth $3.19 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
32,131
Previous 27,491
16.88%
Holding current value
$3.19 Million
Previous $2.67 Billion
21.93%
% of portfolio
2.57%
Previous 2.46%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$12.1 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$5.04 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.85 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.57 Billion0.1% of portfolio