Marcum Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Marcum Wealth, LLC holds 157,849 shares of AGG stock, worth $16 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
157,849
Previous 144,014
9.61%
Holding current value
$16 Million
Previous $14.1 Million
8.64%
% of portfolio
1.55%
Previous 1.44%
Shares
19 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