Strategic Financial Concepts, LLC Ishares Core U.S. Aggregate Bo Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
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 63,572 shares of AGG stock, worth $6.29 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
63,572
Previous 42,662
49.01%
Holding current value
$6.29 Million
Previous $4.22 Billion
49.43%
% of portfolio
0.89%
Previous 0.79%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
2,165Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.4 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.65 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.51 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio