Occidental Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 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 25,072 shares of AGG stock, worth $2.45 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
25,072
Previous 23,952
4.68%
Holding current value
$2.45 Million
Previous $2.43 Million
0.16%
% of portfolio
0.38%
Previous 0.39%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio