Copia Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Copia Wealth Management holds 554 shares of AGG stock, worth $54,485. This represents 0.05% of its overall portfolio holdings.
Number of Shares
554Holding current value
$54,485% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,119Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.66 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.99 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio