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 $345,537. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,536
Previous 4,039
12.45%
Holding current value
$345,537
Previous $392,000
8.67%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio