Palumbo Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Palumbo Wealth Management LLC
- $308 Million
- Q2 2025
A detailed history of Palumbo Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,180 shares of AGG stock, worth $219,177. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,180Holding current value
$219,177% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,170Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.78 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.14 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.6 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.45 Billion1.65% of portfolio