Cornerstone Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 5,196 shares of AGG stock, worth $507,753. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,196
Previous 5,087
2.14%
Holding current value
$507,753
Previous $493,000
6.69%
% of portfolio
0.04%
Previous 0.04%
Shares
29 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall 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
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio