Atlas Private Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlas Private Wealth Management holds 47,397 shares of AGG stock, worth $4.79 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
47,397
Previous 33,873
39.93%
Holding current value
$4.79 Million
Previous $3.36 Million
38.11%
% of portfolio
2.05%
Previous 1.66%
Shares
18 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio