Baystate Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Baystate Wealth Management LLC holds 817,022 shares of AGG stock, worth $82.6 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
817,022
Previous 680,610
20.04%
Holding current value
$82.6 Million
Previous $64 Million
26.69%
% of portfolio
5.96%
Previous 5.28%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio