Bedell Frazier Investment Counseling, LLC Ishares Core U.S. Aggregate Bo Transaction History
Bedell Frazier Investment Counseling, LLC
- $414 Million
- Q2 2024
A detailed history of Bedell Frazier Investment Counseling, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bedell Frazier Investment Counseling, LLC holds 21,408 shares of AGG stock, worth $2.14 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
21,408
Previous 21,519
0.52%
Holding current value
$2.14 Million
Previous $2.11 Million
1.38%
% of portfolio
0.5%
Previous 0.53%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio