Discipline Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History
Discipline Wealth Solutions, LLC
- $127 Million
- Q2 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 5,665 shares of AGG stock, worth $553,243. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,665Holding current value
$553,243% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.96 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio