Garrett Wealth Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Garrett Wealth Advisory Group, LLC
- $404 Million
- Q3 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 2,922 shares of AGG stock, worth $285,800. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,922
Previous 2,921
0.03%
Holding current value
$285,800
Previous $283,000
4.24%
% of portfolio
0.07%
Previous 0.1%
Shares
4 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