Erickson Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Erickson Financial Group, LLC
- $131 Million
- Q2 2024
A detailed history of Erickson Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Erickson Financial Group, LLC holds 67,138 shares of AGG stock, worth $6.56 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
67,138
Previous 67,418
0.42%
Holding current value
$6.56 Million
Previous $6.6 Million
1.29%
% of portfolio
4.97%
Previous 5.18%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio