Intergy Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 20,563 shares of AGG stock, worth $2.08 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
20,563
Previous 13,701
50.08%
Holding current value
$2.08 Million
Previous $1.34 Million
48.84%
% of portfolio
0.83%
Previous 0.55%
Shares
11 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