Cascade Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 20,644 shares of AGG stock, worth $2.02 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
20,644
Previous 23,993
13.96%
Holding current value
$2.02 Million
Previous $2.33 Billion
12.38%
% of portfolio
0.26%
Previous 0.31%
Shares
3 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