Harvest Group Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 3,392 shares of AGG stock, worth $330,584. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,392
Previous 4,053
16.31%
Holding current value
$330,584
Previous $393,000
14.25%
% of portfolio
0.22%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio