Portside Wealth Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Portside Wealth Group, LLC

$586 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 01, 2023	BUY	$97.49 - $100.53 $5.17 Million - $5.33 Million	52,980 New	52,980 $5.19 Million

Others Institutions Holding AGG

# of Institutions

1,936

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.5 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.72 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.81 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.53 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.