Ascent Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Ascent Wealth Partners, LLC
- $683 Million
- Q2 2024
A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 20,710 shares of AGG stock, worth $2.07 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
20,710
Previous 21,443
3.42%
Holding current value
$2.07 Million
Previous $2.1 Million
4.29%
% of portfolio
0.29%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio