Caliber Wealth Management, LLC / Ks Ishares Core U.S. Aggregate Bo Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 104,928 shares of AGG stock, worth $10.3 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
104,928Holding current value
$10.3 Million% of portfolio
1.42%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,167Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.6 Billion12.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.98 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.3 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.76 Billion1.6% of portfolio