Core Wealth Partners LLC Ishares Core U.S. Aggregate Bo Transaction History
Core Wealth Partners LLC
- $197 Billion
- Q2 2025
A detailed history of Core Wealth Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Core Wealth Partners LLC holds 19,945 shares of AGG stock, worth $2.01 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
19,945Holding current value
$2.01 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,170Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.78 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.14 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.6 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.45 Billion1.65% of portfolio