Morris Financial Concepts, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Morris Financial Concepts, Inc.
- $206 Million
- Q2 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 2,760 shares of AGG stock, worth $278,870. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,760
Previous 1,945
41.9%
Holding current value
$278,870
Previous $190,000
40.53%
% of portfolio
0.13%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio