Bromfield Sneider Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 56,718 shares of AGG stock, worth $5.55 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
56,718
Previous 52,852
7.31%
Holding current value
$5.55 Million
Previous $5.25 Million
5.89%
% of portfolio
3.47%
Previous 3.58%
Shares
9 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