Merriman Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 58,982 shares of AGG stock, worth $5.72 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
58,982
Previous 62,906
6.24%
Holding current value
$5.72 Million
Previous $6.11 Million
2.18%
% of portfolio
0.25%
Previous 0.28%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio