All Square Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
All Square Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of All Square Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, All Square Wealth Management LLC holds 235 shares of AGG stock, worth $23,866. This represents 0.01% of its overall portfolio holdings.
Number of Shares
235
Previous 235
-0.0%
Holding current value
$23,866
Previous $23,000
4.35%
% of portfolio
0.01%
Previous 0.01%
Shares
7 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$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio