Mps Loria Financial Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Mps Loria Financial Planners, LLC
- $338 Million
- Q4 2024
A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 35,758 shares of AGG stock, worth $3.52 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
35,758
Previous 35,026
2.09%
Holding current value
$3.52 Million
Previous $3.55 Million
2.34%
% of portfolio
1.03%
Previous 1.07%
Shares
31 transactions
Others Institutions Holding AGG
# of Institutions
2,116Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio