Pensionmark Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 412,867 shares of AGG stock, worth $41 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
412,867
Previous 316,352
30.51%
Holding current value
$41 Million
Previous $32 Million
24.88%
% of portfolio
1.13%
Previous 1.04%
Shares
26 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