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 $583,135. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,931Holding current value
$583,135% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,874Shares Held
958MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.38 Billion12.75% of portfolio
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Raymond James & Associates St Petersburg, FL68.7MShares$6.75 Billion4.43% of portfolio
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Wells Fargo & Company San Francisco, CA58.2MShares$5.72 Billion1.39% of portfolio
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Black Rock Inc. New York, NY43.9MShares$4.32 Billion0.1% of portfolio
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Bank Of America Corp Charlotte, NC41.1MShares$4.04 Billion0.38% of portfolio