Roger Wittlin Investment Advisory, LLC Ishares Core U.S. Aggregate Bo Transaction History
Roger Wittlin Investment Advisory, LLC
- $171 Million
- Q3 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 8,958 shares of AGG stock, worth $876,181. This represents 0.53% of its overall portfolio holdings.
Number of Shares
8,958
Previous 12,912
30.62%
Holding current value
$876,181
Previous $1.25 Million
27.61%
% of portfolio
0.53%
Previous 0.81%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio