Private Wealth Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Private Wealth Asset Management, LLC
- $695 Billion
- Q1 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 24,457 shares of AGG stock, worth $2.42 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
24,457Holding current value
$2.42 Million% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,157Shares Held
1.25BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.05 Billion3.12% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.34 Billion1.24% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio