Carlsbad Wealth Advisory Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 5,931 shares of AGG stock, worth $575,069. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,931Holding current value
$575,069% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio