O'Brien Wealth Partners LLC Ishares Core U.S. Aggregate Bo Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 2,629 shares of AGG stock, worth $256,222. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,629
Previous 1,995
31.78%
Holding current value
$256,222
Previous $202,000
25.74%
% of portfolio
0.05%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding AGG
# of Institutions
1,998Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio