Patriot Financial Group Insurance Agency, LLC Ishares Core U.S. Aggregate Bo Transaction History
Patriot Financial Group Insurance Agency, LLC
- $795 Million
- Q2 2025
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 39,809 shares of AGG stock, worth $4 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
39,809
Previous 34,884
14.12%
Holding current value
$4 Million
Previous $3.44 Million
14.66%
% of portfolio
0.5%
Previous 0.5%
Shares
33 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
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.78 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.14 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.6 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.45 Billion1.65% of portfolio