Pinnacle Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 9,577 shares of AGG stock, worth $936,726. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,577
Previous 9,219
3.88%
Holding current value
$936,726
Previous $987,000
1.32%
% of portfolio
0.38%
Previous 0.31%
Shares
3 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