Fullcircle Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fullcircle Wealth LLC holds 2,273 shares of AGG stock, worth $221,822. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,273
Previous 2,273
-0.0%
Holding current value
$221,822
Previous $222 Million
0.75%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.04BCall 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
-
Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio