Partners Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Partners Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Partners Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Partners Wealth Management, LLC holds 2,047 shares of AGG stock, worth $198,231. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,047Holding current value
$198,231% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,164Shares Held
1.26BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp138MShares$13.4 Billion4.57% of portfolio
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Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.87 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.22 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.7 Billion1.6% of portfolio