Congress Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Congress Wealth Management LLC holds 120,401 shares of AGG stock, worth $12.2 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
120,401
Previous 113,537
6.05%
Holding current value
$12.2 Million
Previous $11.1 Million
5.11%
% of portfolio
0.19%
Previous 0.2%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio