Erickson Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Erickson Financial Group, LLC
- $140 Million
- Q3 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 66,746 shares of AGG stock, worth $6.53 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
66,746
Previous 67,138
0.58%
Holding current value
$6.53 Million
Previous $6.52 Million
3.71%
% of portfolio
4.84%
Previous 4.97%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares 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