Beaird Harris Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 839 shares of AGG stock, worth $82,003. This represents 0.01% of its overall portfolio holdings.
Number of Shares
839
Previous 858
2.21%
Holding current value
$82,003
Previous $84,000
3.57%
% of portfolio
0.01%
Previous 0.01%
Shares
7 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