Asset Allocation Strategies LLC Ishares Core U.S. Aggregate Bo Transaction History
Asset Allocation Strategies LLC
- $452 Billion
- Q2 2025
A detailed history of Asset Allocation Strategies LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 58,778 shares of AGG stock, worth $5.91 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
58,778
Previous 31,928
84.1%
Holding current value
$5.91 Million
Previous $3.16 Billion
84.62%
% of portfolio
1.29%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,170Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.78 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.14 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.6 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.45 Billion1.65% of portfolio