Perigon Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 251,443 shares of AGG stock, worth $25.5 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
251,443
Previous 257,954
2.52%
Holding current value
$25.5 Million
Previous $25.3 Million
3.39%
% of portfolio
0.71%
Previous 0.77%
Shares
29 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio