Bsw Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History
Bsw Wealth Partners
- $661 Million
- Q3 2024
A detailed history of Bsw Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bsw Wealth Partners holds 2,932 shares of AGG stock, worth $288,802. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,932
Previous 8,727
66.4%
Holding current value
$288,802
Previous $847,000
65.05%
% of portfolio
0.04%
Previous 0.14%
Shares
24 transactions
Others Institutions Holding AGG
# of Institutions
1,936Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp121MShares$12 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.81 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio