Occidental Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Occidental Asset Management, LLC
- $565 Million
- Q2 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Occidental Asset Management, LLC holds 24,511 shares of AGG stock, worth $2.49 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
24,511
Previous 20,929
17.12%
Holding current value
$2.49 Million
Previous $2.05 Million
16.11%
% of portfolio
0.42%
Previous 0.39%
Shares
15 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$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio