My Personal Cfo, LLC Ishares Core U.S. Aggregate Bo Transaction History
My Personal Cfo, LLC
- $253 Million
- Q3 2025
A detailed history of My Personal Cfo, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, My Personal Cfo, LLC holds 4,222 shares of AGG stock, worth $425,028. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,222Holding current value
$425,028% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio