Retirement Capital Strategies Ishares Core U.S. Aggregate Bo Transaction History
Retirement Capital Strategies
- $257 Million
- Q4 2024
A detailed history of Retirement Capital Strategies transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Retirement Capital Strategies holds 71,689 shares of AGG stock, worth $7.12 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
71,689
Previous 170,388
57.93%
Holding current value
$7.12 Million
Previous $17.3 Million
59.75%
% of portfolio
2.7%
Previous 6.77%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,117Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.73 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.34 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.12 Billion1.66% of portfolio