Fortress Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Fortress Wealth Group, LLC
- $194 Million
- Q2 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 11,736 shares of AGG stock, worth $1.15 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
11,736
Previous 11,585
1.3%
Holding current value
$1.15 Million
Previous $1.13 Million
0.44%
% of portfolio
0.59%
Previous 0.63%
Shares
13 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