Naviter Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Naviter Wealth, LLC
- $662 Million
- Q2 2024
A detailed history of Naviter Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Naviter Wealth, LLC holds 5,739 shares of AGG stock, worth $582,852. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,739
Previous 5,810
1.22%
Holding current value
$582,852
Previous $569,000
2.11%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio