9258 Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 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 133,014 shares of AGG stock, worth $13 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
133,014
Previous 139,350
4.55%
Holding current value
$13 Million
Previous $13.5 Million
0.41%
% of portfolio
2.03%
Previous 2.11%
Shares
22 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio