Moisand Fitzgerald Tamayo, LLC Ishares Core U.S. Aggregate Bo Transaction History
Moisand Fitzgerald Tamayo, LLC
- $667 Million
- Q2 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 551 shares of AGG stock, worth $55,959. This represents 0.01% of its overall portfolio holdings.
Number of Shares
551
Previous 678
18.73%
Holding current value
$55,959
Previous $66,000
19.7%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio