Kerber Rose Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 4,761 shares of AGG stock, worth $469,720. This represents 0.39% of its overall portfolio holdings.
Number of Shares
4,761Holding current value
$469,720% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,172Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
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Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.02 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.32 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio