Retirement Wealth Solutions LLC Ishares Core U.S. Aggregate Bo Transaction History
Retirement Wealth Solutions LLC
- $137 Billion
- Q2 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 22,398 shares of AGG stock, worth $2.22 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
22,398
Previous 21,591
3.74%
Holding current value
$2.22 Million
Previous $2.14 Billion
4.03%
% of portfolio
1.62%
Previous 1.72%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,156Shares Held
1.3BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.04 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio