Heritage Family Offices, LLP Ishares Core U.S. Aggregate Bo Transaction History
Heritage Family Offices, LLP
- $180 Billion
- Q2 2024
A detailed history of Heritage Family Offices, LLP transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Family Offices, LLP holds 69,090 shares of AGG stock, worth $7.03 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
69,090Holding current value
$7.03 Million% of portfolio
3.72%Shares
1 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$6.99 Billion4.43% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.91 Billion1.39% of portfolio
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Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
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Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio