5 T Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
5 T Wealth, LLC
- $187 Billion
- Q1 2025
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 22,006 shares of AGG stock, worth $2.17 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
22,006
Previous 22,711
3.1%
Holding current value
$2.17 Million
Previous $2.2 Billion
1.08%
% of portfolio
1.17%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,132Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio