Concord Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Concord Wealth Partners holds 511 shares of AGG stock, worth $49,546. This represents 0.01% of its overall portfolio holdings.
Number of Shares
511
Previous 243
110.29%
Holding current value
$49,546
Previous $23,000
121.74%
% of portfolio
0.01%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio