Modern Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,243 shares of AGG stock, worth $511,297. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,243Holding current value
$511,297% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,873Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.31 Billion12.75% of portfolio
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Raymond James & Associates St Petersburg, FL66MShares$6.44 Billion4.44% of portfolio
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Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
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Black Rock Inc. New York, NY43.9MShares$4.28 Billion0.1% of portfolio
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Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio