Measured Wealth Private Client Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Measured Wealth Private Client Group, LLC
- $283 Million
- Q2 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 23,465 shares of AGG stock, worth $2.38 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
23,465
Previous 53,879
56.45%
Holding current value
$2.38 Million
Previous $5.28 Million
56.84%
% of portfolio
0.81%
Previous 1.85%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
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Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio