Milestone Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Milestone Asset Management, LLC holds 2,954 shares of AGG stock, worth $295,281. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,954
Previous 3,423
13.7%
Holding current value
$295,281
Previous $335 Million
14.47%
% of portfolio
0.07%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio