Evolution Wealth Management Inc. Ishares Core U.S. Aggregate Bo Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 401 shares of AGG stock, worth $40,368. This represents 0.04% of its overall portfolio holdings.
Number of Shares
401Holding current value
$40,368% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,192Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp144MShares$14.5 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio