Donaldson Capital Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Donaldson Capital Management, LLC
- $2.38 Billion
- Q2 2024
A detailed history of Donaldson Capital Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 29,609 shares of AGG stock, worth $3.01 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
29,609
Previous 33,031
10.36%
Holding current value
$3.01 Million
Previous $3.24 Million
11.16%
% of portfolio
0.12%
Previous 0.13%
Shares
20 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