Liquid Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History
Liquid Strategies, LLC
- $531 Million
- Q1 2025
A detailed history of Liquid Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Liquid Strategies, LLC holds 512,311 shares of AGG stock, worth $50.5 Million. This represents 9.55% of its overall portfolio holdings.
Number of Shares
512,311
Previous 527,711
2.92%
Holding current value
$50.5 Million
Previous $51.1 Million
0.9%
% of portfolio
9.55%
Previous 10.53%
Shares
23 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
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Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio