Stephenson & Company, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Stephenson & Company, Inc.
- $149 Billion
- Q4 2024
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 $304,097. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,072
-0.0%
Holding current value
$304,097
Previous $311 Million
4.31%
% of portfolio
0.2%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.21BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio