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 $584,756. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,984
Previous 5,994
0.17%
Holding current value
$584,756
Previous $582 Million
4.15%
% of portfolio
0.36%
Previous 0.37%
Shares
8 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