Dopkins Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Dopkins Wealth Management, LLC
- $120 Million
- Q3 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,217 shares of AGG stock, worth $216,068. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,217
Previous 2,217
-0.0%
Holding current value
$216,068
Previous $215,000
4.19%
% of portfolio
0.19%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio