Erickson Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Erickson Financial Group, LLC
- $128 Million
- Q1 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 67,418 shares of AGG stock, worth $6.55 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
67,418
Previous 66,656
1.14%
Holding current value
$6.55 Million
Previous $6.62 Million
0.2%
% of portfolio
5.18%
Previous 5.5%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
1,870Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.27 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.27 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio