Carson Allaria Wealth Management, Ltd. Ishares Core U.S. Aggregate Bo Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 467 shares of AGG stock, worth $45,677. This represents 0.03% of its overall portfolio holdings.
Number of Shares
467
Previous 465
0.43%
Holding current value
$45,677
Previous $45,000
4.44%
% of portfolio
0.03%
Previous 0.03%
Shares
11 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