Mc Kinley Carter Wealth Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 890,962 shares of AGG stock, worth $86.9 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
890,962
Previous 842,408
5.76%
Holding current value
$86.9 Million
Previous $83.6 Million
4.37%
% of portfolio
5.95%
Previous 6.18%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,873Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.31 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.44 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.28 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio