Morton Brown Family Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 209 shares of AGG stock, worth $20,323. This represents 0.01% of its overall portfolio holdings.
Number of Shares
209Holding current value
$20,323% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,164Shares Held
1.26BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp138MShares$13.4 Billion4.57% of portfolio
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Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.91 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.91 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.24 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.72 Billion1.6% of portfolio