Alpha Omega Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Alpha Omega Wealth Management LLC
- $510 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
2,167Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.03 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.79 Billion1.6% of portfolio