Sterling Group Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Sterling Group Wealth Management, LLC
- $186 Million
- Q1 2025
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 $621,163. This represents 0.33% of its overall portfolio holdings.
Number of Shares
6,296
Previous 6,296
-0.0%
Holding current value
$621,163
Previous $610,000
1.97%
% of portfolio
0.33%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,172Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.02 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.32 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio