Bartlett & Co. Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 167,339 shares of AGG stock, worth $16.5 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
167,339
Previous 185,122
9.61%
Holding current value
$16.5 Million
Previous $17.9 Billion
7.72%
% of portfolio
0.24%
Previous 0.26%
Shares
29 transactions
Others Institutions Holding AGG
# of Institutions
2,141Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio