Prentice Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Prentice Wealth Management LLC
- $284 Million
- Q1 2024
A detailed history of Prentice Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prentice Wealth Management LLC holds 293,000 shares of AGG stock, worth $28.3 Million. This represents 10.12% of its overall portfolio holdings.
Number of Shares
293,000
Previous 279,890
4.68%
Holding current value
$28.3 Million
Previous $27.8 Million
3.3%
% of portfolio
10.12%
Previous 10.92%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.22 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.38 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.62 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.97 Billion0.38% of portfolio