Clearstead Trust, LLC Ishares Core U.S. Aggregate Bo Transaction History
Clearstead Trust, LLC
- $359 Million
- Q2 2024
A detailed history of Clearstead Trust, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Clearstead Trust, LLC holds 934 shares of AGG stock, worth $91,999. This represents 0.03% of its overall portfolio holdings.
Number of Shares
934
Previous 934
-0.0%
Holding current value
$91,999
Previous $91,000
1.1%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,936Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp121MShares$12 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.81 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio