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 $2.25 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

22,711

Holding current value

$2.25 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

2,117

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

$7.73 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.05 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.8M
Shares

$5.34 Billion
1.21% of portfolio
Envestnet Asset Management Inc

51.6M
Shares

$5.12 Billion
1.66% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account