Mps Loria Financial Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Mps Loria Financial Planners, LLC
- $309 Million
- Q2 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 34,289 shares of AGG stock, worth $3.47 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
34,289
Previous 34,702
1.19%
Holding current value
$3.47 Million
Previous $3.4 Million
2.06%
% of portfolio
1.08%
Previous 1.15%
Shares
29 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