Marshall & Sterling Wealth Advisors Inc. Ishares Core U.S. Aggregate Bo Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 39 shares of AGG stock, worth $3,926. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$3,926
Previous $3.86 Million
0.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,198Shares Held
1.28BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp144MShares$14.5 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.63 Billion0.1% of portfolio