Dynamic Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 26 shares of AGG stock, worth $2,540. This represents 0.0% of its overall portfolio holdings.
Number of Shares
26
Previous 26
-0.0%
Holding current value
$2,540
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,013Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio