Institute For Wealth Management, Llc. Ishares Core U.S. Aggregate Bo Transaction History
Institute For Wealth Management, Llc.
- $781 Million
- Q3 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,095 shares of AGG stock, worth $206,357. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,095Holding current value
$206,357% of portfolio
0.03%Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,936Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp121MShares$12 Billion12.63% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.81 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio