Pines Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Pines Wealth Management, LLC
- $216 Billion
- Q1 2025
A detailed history of Pines Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pines Wealth Management, LLC holds 2,804 shares of AGG stock, worth $277,567. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,804
Previous 3,009
6.81%
Holding current value
$277,567
Previous $289 Million
5.11%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.21BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio