Badgley Phelps Wealth Managers, LLC Ishares Core U.S. Aggregate Bo Transaction History
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 11,077 shares of AGG stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,077
Previous 11,081
0.04%
Holding current value
$1.08 Million
Previous $1.1 Million
1.36%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.26 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio