Retirement Wealth Solutions LLC Ishares Core U.S. Aggregate Bo Transaction History
Retirement Wealth Solutions LLC
- $124 Billion
- Q1 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 21,591 shares of AGG stock, worth $2.13 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
21,591
Previous 21,475
0.54%
Holding current value
$2.13 Million
Previous $2.06 Billion
3.66%
% of portfolio
1.72%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,139Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.69 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio