Brookmont Capital Management Ishares Core U.S. Aggregate Bo Transaction History
Brookmont Capital Management
- $187 Million
- Q4 2024
A detailed history of Brookmont Capital Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brookmont Capital Management holds 12,494 shares of AGG stock, worth $1.23 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
12,494
Previous 8,393
48.86%
Holding current value
$1.23 Million
Previous $849,000
42.52%
% of portfolio
0.65%
Previous 0.44%
Shares
26 transactions
Others Institutions Holding AGG
# of Institutions
2,116Shares 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$7.68 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio