Cyndeo Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 327,774 shares of AGG stock, worth $32 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
327,774
Previous 326,155
0.5%
Holding current value
$32 Million
Previous $32.4 Million
0.83%
% of portfolio
2.7%
Previous 2.99%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,870Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.31 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.44 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.29 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio