High Mark Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, High Mark Wealth Management LLC holds 11,166 shares of AGG stock, worth $1.13 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
11,166
Previous 10,275
8.67%
Holding current value
$1.13 Million
Previous $1.01 Million
7.65%
% of portfolio
0.66%
Previous 0.63%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio