Roger Wittlin Investment Advisory, LLC Ishares Core U.S. Aggregate Bo Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 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 12,912 shares of AGG stock, worth $1.31 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
12,912
Previous 3,288
292.7%
Holding current value
$1.31 Million
Previous $322,000
289.13%
% of portfolio
0.81%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.95 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.88 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.66 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.46 Billion1.52% of portfolio