Cornerstone Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Cornerstone Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 488,530 shares of AGG stock, worth $48.4 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
488,530
Previous 688,175
29.01%
Holding current value
$48.4 Million
Previous $66.7 Million
27.53%
% of portfolio
3.99%
Previous 5.08%
Shares
25 transactions
Others Institutions Holding AGG
# of Institutions
2,144Shares Held
1.22BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio