Kathleen S. Wright Associates Inc. Ishares Core U.S. Aggregate Bo Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,000 shares of AGG stock, worth $96,960. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,000Holding current value
$96,960% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio