Forza Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forza Wealth Management, LLC holds 11,729 shares of AGG stock, worth $1.15 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
11,729
Previous 11,479
2.18%
Holding current value
$1.15 Million
Previous $1.12 Billion
1.27%
% of portfolio
0.59%
Previous 0.58%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
951MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.36 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.73 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.71 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.31 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.03 Billion0.38% of portfolio