Intergy Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
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 35,190 shares of AGG stock, worth $3.47 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
35,190
Previous 34,514
1.96%
Holding current value
$3.47 Million
Previous $3.34 Million
3.89%
% of portfolio
1.34%
Previous 1.26%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
2,141Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio