Goal Fusion Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Goal Fusion Wealth Management, LLC
- $180 Million
- Q3 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 421,532 shares of AGG stock, worth $41.2 Million. This represents 23.67% of its overall portfolio holdings.
Number of Shares
421,532
Previous 393,005
7.26%
Holding current value
$41.2 Million
Previous $38.1 Million
11.9%
% of portfolio
23.67%
Previous 23.72%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,967Shares 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
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio