5 T Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
5 T Wealth, LLC
- $229 Billion
- Q3 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 39,337 shares of AGG stock, worth $3.96 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
39,337
Previous 37,784
4.11%
Holding current value
$3.96 Million
Previous $3.75 Billion
5.21%
% of portfolio
1.72%
Previous 1.78%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio