Mc Kinley Carter Wealth Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 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 640,130 shares of AGG stock, worth $62.6 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
640,130
Previous 924,294
30.74%
Holding current value
$62.6 Million
Previous $89.7 Million
27.75%
% of portfolio
4.01%
Previous 5.83%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio