Family Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,556 shares of AGG stock, worth $251,714. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,556Holding current value
$251,714% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,877Shares Held
958MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.4 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.76 Billion4.43% of portfolio
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Wells Fargo & Company San Francisco, CA58.2MShares$5.73 Billion1.39% of portfolio
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Black Rock Inc. New York, NY43.9MShares$4.33 Billion0.1% of portfolio
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Bank Of America Corp Charlotte, NC41.1MShares$4.05 Billion0.38% of portfolio