Silver Oak Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Silver Oak Wealth Management LLC
- $462 Billion
- Q1 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 2,170 shares of AGG stock, worth $214,808. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,170Holding current value
$214,808% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,144Shares Held
1.22BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
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Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio