Cyndeo Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 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 21,256 shares of AGG stock, worth $2.1 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
21,256
Previous 23,088
7.93%
Holding current value
$2.1 Million
Previous $2.34 Million
11.93%
% of portfolio
0.14%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,116Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio