Mc Naughton Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Mc Naughton Wealth Management, LLC
- $189 Million
- Q2 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 14,095 shares of AGG stock, worth $1.42 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
14,095
Previous 13,806
2.09%
Holding current value
$1.42 Million
Previous $1.35 Million
1.18%
% of portfolio
0.73%
Previous 0.75%
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