Forefront Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Forefront Wealth Partners, LLC
- $146 Billion
- Q2 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 104,487 shares of AGG stock, worth $10.5 Million. This represents 6.95% of its overall portfolio holdings.
Number of Shares
104,487
Previous 112,401
7.04%
Holding current value
$10.5 Million
Previous $11.1 Billion
8.9%
% of portfolio
6.95%
Previous 7.57%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,169Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.75 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.12 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.59 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.43 Billion1.65% of portfolio