Carolinas Wealth Consulting LLC Ishares Core U.S. Aggregate Bo Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 255 shares of AGG stock, worth $24,941. This represents 0.0% of its overall portfolio holdings.
Number of Shares
255
Previous 607
57.99%
Holding current value
$24,941
Previous $58,000
56.9%
% of portfolio
0.0%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio