Act Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Act Wealth Management, LLC
- $225 Million
- Q3 2024
A detailed history of Act Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Act Wealth Management, LLC holds 84,839 shares of AGG stock, worth $8.29 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
84,839
Previous 61,262
38.49%
Holding current value
$8.29 Million
Previous $5.95 Million
44.48%
% of portfolio
3.82%
Previous 2.93%
Shares
2 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