9258 Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 139,350 shares of AGG stock, worth $13.6 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
139,350
Previous 154,402
9.75%
Holding current value
$13.6 Million
Previous $15.1 Million
10.55%
% of portfolio
2.11%
Previous 2.39%
Shares
21 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio