Orgel Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 13,533 shares of AGG stock, worth $1.34 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,533
Previous 4,241
219.1%
Holding current value
$1.34 Million
Previous $429,000
205.59%
% of portfolio
0.04%
Previous 0.01%
Shares
33 transactions
Others Institutions Holding AGG
# of Institutions
2,117Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.73 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.34 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.12 Billion1.66% of portfolio