Boyd Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Boyd Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Boyd Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 149,404 shares of AGG stock, worth $14.6 Million. This represents 7.67% of its overall portfolio holdings.
Number of Shares
149,404
Previous 164,477
9.16%
Holding current value
$14.6 Million
Previous $16 Million
5.23%
% of portfolio
7.67%
Previous 8.81%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio