Icapital Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Icapital Wealth LLC
- $157 Million
- Q1 2025
A detailed history of Icapital Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Icapital Wealth LLC holds 2,220 shares of AGG stock, worth $214,984. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,220
Previous 2,220
-0.0%
Holding current value
$214,984
Previous $215,000
1.86%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,164Shares Held
1.26BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp138MShares$13.4 Billion4.57% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.87 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.22 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.7 Billion1.6% of portfolio