Long View Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Long View Wealth Management
- $333 Billion
- Q1 2025
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 12,695 shares of AGG stock, worth $1.26 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,695
Previous 12,613
0.65%
Holding current value
$1.26 Million
Previous $1.22 Billion
2.74%
% of portfolio
0.38%
Previous 0.37%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.21BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio