Bernardo Wealth Planning LLC Ishares Core U.S. Aggregate Bo Transaction History
Bernardo Wealth Planning LLC
- $422 Million
- Q4 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 5,494 shares of AGG stock, worth $540,334. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,494
Previous 4,999
9.9%
Holding current value
$540,334
Previous $497,000
7.04%
% of portfolio
0.13%
Previous 0.12%
Shares
25 transactions
Others Institutions Holding AGG
# of Institutions
2,119Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.66 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.99 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio