Successful Portfolios LLC Ishares Core U.S. Aggregate Bo Transaction History
Successful Portfolios LLC
- $147 Million
- Q3 2024
A detailed history of Successful Portfolios LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Successful Portfolios LLC holds 7,687 shares of AGG stock, worth $751,173. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,687
Previous 7,722
0.45%
Holding current value
$751,173
Previous $749,000
3.87%
% of portfolio
0.53%
Previous 0.52%
Shares
28 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio