Fonville Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fonville Wealth Management LLC holds 3,122 shares of AGG stock, worth $305,019. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,122
Previous 3,122
-0.0%
Holding current value
$305,019
Previous $316 Million
4.3%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio