Strategic Financial Concepts, LLC Ishares Core U.S. Aggregate Bo Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 16,267 shares of AGG stock, worth $1.58 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
16,267
Previous 1,880,236
99.13%
Holding current value
$1.58 Million
Previous $4.92 Billion
66.52%
% of portfolio
0.52%
Previous 2.87%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares 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$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio