Le Conte Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Le Conte Wealth Management, LLC
- $157 Billion
- Q1 2025
A detailed history of Le Conte Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Le Conte Wealth Management, LLC holds 34,785 shares of AGG stock, worth $3.44 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
34,785Holding current value
$3.44 Million% of portfolio
2.19%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,167Shares 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$8.03 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.79 Billion1.6% of portfolio