Precision Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History
Precision Wealth Strategies, LLC
- $274 Million
- Q2 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 2,420 shares of AGG stock, worth $243,306. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,420Holding current value
$243,306% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,170Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.78 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.14 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.6 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.45 Billion1.65% of portfolio