Spire Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
A detailed history of Spire Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Spire Wealth Management holds 339,556 shares of AGG stock, worth $33.2 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
339,556
Previous 345,090
1.6%
Holding current value
$33.2 Million
Previous $33.5 Million
2.65%
% of portfolio
1.17%
Previous 1.19%
Shares
15 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