Elite Financial, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Elite Financial, Inc.

$189 Million
Q1 2025

A detailed history of Elite Financial, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Elite Financial, Inc. holds 1,350 shares of AGG stock, worth $133,636. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,350

Holding current value

$133,636

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$95.85 - $99.25 $129,397 - $133,987	1,350 New	1,350 $133,000

Others Institutions Holding AGG

# of Institutions

2,141

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

Jones Financial Companies Lllp

129M
Shares

$12.8 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.71 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.03 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.33 Billion
1.21% of portfolio
Envestnet Asset Management Inc

48.5M
Shares

$4.8 Billion
1.6% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Elite Financial, Inc. Ishares Core U.S. Aggregate Bo Transaction History