Sterling Group Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 6,296 shares of AGG stock, worth $609,263. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,296
Previous 6,292
0.06%
Holding current value
$609,263
Previous $610,000
4.43%
% of portfolio
0.34%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,970Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.92 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.73 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio