Charter Oak Capital Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,623,500 shares of AGG stock, worth $158 Million. This represents 14.65% of its overall portfolio holdings.
Number of Shares
1,623,500
Previous 1,505,372
7.85%
Holding current value
$158 Million
Previous $152 Million
3.19%
% of portfolio
14.65%
Previous 14.26%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
2,003Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.92 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.48 Billion0.1% of portfolio