Dowling & Yahnke LLC Ishares Core U.S. Aggregate Bo Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dowling & Yahnke LLC holds 3,284 shares of AGG stock, worth $322,751. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,284
Previous 7,294
54.98%
Holding current value
$322,751
Previous $742,000
57.41%
% of portfolio
0.15%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares 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$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio