Fortress Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Fortress Wealth Group, LLC
- $191 Million
- Q3 2024
A detailed history of Fortress Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 7,023 shares of AGG stock, worth $686,919. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,023
Previous 11,736
40.16%
Holding current value
$686,919
Previous $1.14 Million
37.58%
% of portfolio
0.37%
Previous 0.59%
Shares
14 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