Long View Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Long View Wealth Management
- $271 Billion
- Q2 2024
A detailed history of Long View Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Long View Wealth Management holds 15,879 shares of AGG stock, worth $1.6 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
15,879
Previous 12,078
31.47%
Holding current value
$1.6 Million
Previous $1.18 Billion
30.31%
% of portfolio
0.57%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio