Spire Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 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 345,090 shares of AGG stock, worth $35 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
345,090
Previous 354,876
2.76%
Holding current value
$35 Million
Previous $34.8 Million
3.62%
% of portfolio
1.19%
Previous 1.15%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio