Axis Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
A detailed history of Axis Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 26,317 shares of AGG stock, worth $2.57 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
26,317Holding current value
$2.57 Million% of portfolio
2.15%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,022Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio