Long View Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Long View Wealth Management
- $330 Billion
- Q2 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 15,497 shares of AGG stock, worth $1.56 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
15,497
Previous 12,695
22.07%
Holding current value
$1.56 Million
Previous $1.26 Billion
22.42%
% of portfolio
0.47%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
2,170Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.78 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.14 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.6 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.45 Billion1.65% of portfolio