Stephenson & Company, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Stephenson & Company, Inc.
- $154 Billion
- Q1 2025
A detailed history of Stephenson & Company, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Stephenson & Company, Inc. holds 3,072 shares of AGG stock, worth $301,363. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,072
-0.0%
Holding current value
$301,363
Previous $298 Million
2.08%
% of portfolio
0.2%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,167Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.6 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.98 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.97 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.29 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.76 Billion1.6% of portfolio