Element Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
A detailed history of Element Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Element Wealth, LLC holds 62,105 shares of AGG stock, worth $6.07 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
62,105
Previous 60,955
1.89%
Holding current value
$6.07 Million
Previous $5.92 Million
6.3%
% of portfolio
3.36%
Previous 3.34%
Shares
20 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 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
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio