Dynasty Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Dynasty Wealth Management, LLC
- $3.14 Trillion
- Q1 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,129,842 shares of AGG stock, worth $207 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
2,129,842Holding current value
$207 Million% of portfolio
6.65%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.26 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
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Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
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Black Rock Inc. New York, NY43.9MShares$4.26 Billion0.1% of portfolio
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Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio