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 $4.6 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
47,397
Previous 33,873
39.93%
Holding current value
$4.6 Million
Previous $3.36 Million
38.11%
% of portfolio
2.05%
Previous 1.66%
Shares
18 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio