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 $935,864. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,577
Previous 9,219
3.88%
Holding current value
$935,864
Previous $987,000
1.32%
% of portfolio
0.38%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,933Shares 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