Measured Wealth Private Client Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Measured Wealth Private Client Group, LLC
- $296 Million
- Q3 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 23,502 shares of AGG stock, worth $2.3 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
23,502
Previous 23,465
0.16%
Holding current value
$2.3 Million
Previous $2.28 Million
4.52%
% of portfolio
0.8%
Previous 0.81%
Shares
17 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