Cypress Wealth Services, LLC Ishares Core U.S. Aggregate Bo Transaction History
Cypress Wealth Services, LLC
- $440 Million
- Q2 2024
A detailed history of Cypress Wealth Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 7,336 shares of AGG stock, worth $745,044. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,336
Previous 7,514
2.37%
Holding current value
$745,044
Previous $735,000
3.13%
% of portfolio
0.16%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio