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 $14.4 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
146,435
Previous 146,453
0.01%
Holding current value
$14.4 Million
Previous $14.8 Million
4.33%
% of portfolio
2.48%
Previous 2.54%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,110Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.63 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.97 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.28 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.06 Billion1.66% of portfolio