Goal Fusion Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Goal Fusion Wealth Management, LLC
- $161 Million
- Q2 2024
A detailed history of Goal Fusion Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 393,005 shares of AGG stock, worth $39.9 Million. This represents 23.72% of its overall portfolio holdings.
Number of Shares
393,005
Previous 362,993
8.27%
Holding current value
$39.9 Million
Previous $35.6 Million
7.3%
% of portfolio
23.72%
Previous 22.66%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio