5 T Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 5 T Wealth, LLC holds 22,711 shares of AGG stock, worth $2.24 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

22,711

Holding current value

$2.24 Million

% of portfolio

1.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$96.64 - $101.23 $2.19 Million - $2.3 Million	22,711 New	22,711 $2.2 Billion

Others Institutions Holding AGG

# of Institutions

2,127

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

Jones Financial Companies Lllp

129M
Shares

$12.7 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.69 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.32 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.09 Billion
1.66% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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