Melfa Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 5,316 shares of AGG stock, worth $519,373. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,316
Previous 4,875
9.05%
Holding current value
$519,373
Previous $494 Million
4.33%
% of portfolio
0.34%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio