Basepoint Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Basepoint Wealth LLC
- $141 Billion
- Q3 2025
A detailed history of Basepoint Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Basepoint Wealth LLC holds 3,120 shares of AGG stock, worth $312,000. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,120
Previous 3,091
0.94%
Holding current value
$312,000
Previous $307 Million
1.99%
% of portfolio
0.22%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
2,221Shares Held
1.3BCall Options Held
179KPut Options Held
20.8K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
-
Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio