Palacios Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Palacios Wealth Management, LLC
- $122 Billion
- Q2 2025
A detailed history of Palacios Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Palacios Wealth Management, LLC holds 2,339 shares of AGG stock, worth $235,467. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,339
Previous 2,339
-0.0%
Holding current value
$235,467
Previous $231 Million
0.28%
% of portfolio
0.19%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,176Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio