Cahill Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cahill Wealth Management, LLC
- $168 Million
- Q2 2024
A detailed history of Cahill Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 30,230 shares of AGG stock, worth $3.02 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
30,230
Previous 29,076
3.97%
Holding current value
$3.02 Million
Previous $2.85 Million
3.06%
% of portfolio
1.75%
Previous 1.66%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio