Montecito Bank & Trust Ishares Core U.S. Aggregate Bo Transaction History
Montecito Bank & Trust
- $573 Million
- Q4 2024
A detailed history of Montecito Bank & Trust transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Montecito Bank & Trust holds 146,435 shares of AGG stock, worth $14.2 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
146,435
Previous 146,453
0.01%
Holding current value
$14.2 Million
Previous $14.8 Million
4.33%
% of portfolio
2.48%
Previous 2.54%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,983Shares Held
1.06BCall 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