Cfm Wealth Partners LLC Ishares Core U.S. Aggregate Bo Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$93.63 - $99.69 $253,737 - $270,159	2,710 New	2,710 $0

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$12 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.02 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.83 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.55 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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