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 $79.9 Million. This represents 5.96% of its overall portfolio holdings.
Number of Shares
817,022
Previous 680,610
20.04%
Holding current value
$79.9 Million
Previous $64 Million
26.69%
% of portfolio
5.96%
Previous 5.28%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio