Quotient Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 2,067,506 shares of AGG stock, worth $201 Million. This represents 7.23% of its overall portfolio holdings.
Number of Shares
2,067,506
Previous 1,764,387
17.18%
Holding current value
$201 Million
Previous $175 Billion
15.63%
% of portfolio
7.23%
Previous 6.79%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.26 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.41 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.65 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.26 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.99 Billion0.38% of portfolio