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
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio