Opes Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Opes Wealth Management LLC
- $476 Million
- Q2 2024
A detailed history of Opes Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Opes Wealth Management LLC holds 80,930 shares of AGG stock, worth $8.22 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
80,930
Previous 78,918
2.55%
Holding current value
$8.22 Million
Previous $7.73 Million
1.63%
% of portfolio
1.65%
Previous 1.8%
Shares
6 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