Phillips Financial Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Phillips Financial Management, LLC holds 372,274 shares of AGG stock, worth $36.1 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
372,274
Previous 399,980
6.93%
Holding current value
$36.1 Million
Previous $38.8 Million
2.9%
% of portfolio
3.01%
Previous 3.28%
Shares
30 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio