Schneider Downs Wealth Management Advisors, LP Ishares Core U.S. Aggregate Bo Transaction History
Schneider Downs Wealth Management Advisors, LP
- $439 Million
- Q2 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,463 shares of AGG stock, worth $346,161. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,463
Previous 4,020
13.86%
Holding current value
$346,161
Previous $393,000
14.5%
% of portfolio
0.08%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio