Steel Peak Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 12,682 shares of AGG stock, worth $1.24 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,682
Previous 12,864
1.41%
Holding current value
$1.24 Million
Previous $1.25 Million
2.88%
% of portfolio
0.06%
Previous 0.06%
Shares
20 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