Concorde Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Concorde Asset Management, LLC
- $173 Million
- Q3 2024
A detailed history of Concorde Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Concorde Asset Management, LLC holds 2,359 shares of AGG stock, worth $229,766. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,359
Previous 2,536
6.98%
Holding current value
$229,766
Previous $246,000
3.25%
% of portfolio
0.14%
Previous 0.15%
Shares
22 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