Bennett Associates Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 2024
A detailed history of Bennett Associates Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bennett Associates Wealth Management holds 38,961 shares of AGG stock, worth $3.94 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
38,961
Previous 37,907
2.78%
Holding current value
$3.94 Million
Previous $3.71 Billion
1.87%
% of portfolio
3.41%
Previous 3.35%
Shares
3 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