Perfromance Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 3,536 shares of AGG stock, worth $345,856. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,536
Previous 4,039
12.45%
Holding current value
$345,856
Previous $392,000
8.67%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio