Oak Harbor Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Oak Harbor Wealth Partners, LLC
- $317 Million
- Q2 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 117,289 shares of AGG stock, worth $11.5 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
117,289
Previous 116,144
0.99%
Holding current value
$11.5 Million
Previous $11.4 Million
0.09%
% of portfolio
3.6%
Previous 3.55%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio