Accurate Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Accurate Wealth Management, LLC
- $426 Million
- Q2 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 44,123 shares of AGG stock, worth $4.41 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
44,123
Previous 37,595
17.36%
Holding current value
$4.41 Million
Previous $3.68 Million
16.32%
% of portfolio
1.0%
Previous 1.05%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio