Alterna Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History

Alterna Wealth Management, Inc

$128 Million
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-3,102 Closed	0 $0
Q4 2018 Mar 04, 2019	SELL	N/A	-76,111 Reduced 96.08%	3,102 $330,000
Q4 2018 Feb 14, 2019	BUY	N/A	79,213 New	79,213 $8.68 Million

Others Institutions Holding AGG

# of Institutions

2,156

Shares Held

1.24B

Call Options Held

124K

Put Options Held

27.7K

Jones Financial Companies Lllp

129M
Shares

$12.8 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.3M
Shares

$8.05 Billion
3.12% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.03 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.9M
Shares

$5.34 Billion
1.24% of portfolio
Envestnet Asset Management Inc

48.5M
Shares

$4.8 Billion
1.6% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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