Copperwynd Financial, LLC Ishares Core U.S. Aggregate Bo Transaction History
Copperwynd Financial, LLC
- $330 Million
- Q3 2024
A detailed history of Copperwynd Financial, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Copperwynd Financial, LLC holds 4,072 shares of AGG stock, worth $397,386. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,072
Previous 3,464
17.55%
Holding current value
$397,386
Previous $336,000
22.62%
% of portfolio
0.12%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio