Mtc Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Mtc Wealth Management LLC
- $210 Million
- Q2 2024
A detailed history of Mtc Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mtc Wealth Management LLC holds 448,533 shares of AGG stock, worth $45.3 Million. This represents 20.72% of its overall portfolio holdings.
Number of Shares
448,533
Previous 468,363
4.23%
Holding current value
$45.3 Million
Previous $45.9 Million
5.08%
% of portfolio
20.72%
Previous 21.08%
Shares
14 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