Kfg Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Kfg Wealth Management, LLC
- $222 Million
- Q1 2024
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 48,806 shares of AGG stock, worth $4.74 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
48,806
Previous 50,590
3.53%
Holding current value
$4.74 Million
Previous $5.02 Million
4.8%
% of portfolio
2.15%
Previous 2.49%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.26 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio