Catalyst Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 4,899 shares of AGG stock, worth $477,456. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,899Holding current value
$477,456% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio