Family Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Family Asset Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Family Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Asset Management, LLC holds 5,984 shares of AGG stock, worth $584,876. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,984
Previous 5,994
0.17%
Holding current value
$584,876
Previous $582 Million
4.15%
% of portfolio
0.36%
Previous 0.37%
Shares
8 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