Forum Private Client Group LLC Ishares Core U.S. Aggregate Bo Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
A detailed history of Forum Private Client Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forum Private Client Group LLC holds 55,304 shares of AGG stock, worth $5.53 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
55,304
Previous 59,142
6.49%
Holding current value
$5.53 Million
Previous $5.79 Billion
7.32%
% of portfolio
2.55%
Previous 2.8%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio