Aj Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 672,957 shares of AGG stock, worth $68.3 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
672,957
Previous 608,254
10.64%
Holding current value
$68.3 Million
Previous $60.6 Million
8.76%
% of portfolio
3.19%
Previous 3.16%
Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio