Slate Stone Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Slate Stone Wealth, LLC
- $996 Million
- Q1 2024
A detailed history of Slate Stone Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 23,016 shares of AGG stock, worth $2.25 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
23,016
Previous 26,215
12.2%
Holding current value
$2.25 Million
Previous $2.6 Million
13.37%
% of portfolio
0.23%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,872Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.32 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.45 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.29 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio