Summit Financial, LLC Ishares Core U.S. Aggregate Bo Transaction History
Summit Financial, LLC
- $2.83 Billion
- Q4 2024
A detailed history of Summit Financial, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Financial, LLC holds 184,756 shares of AGG stock, worth $18.1 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
184,756
Previous 181,288
1.91%
Holding current value
$18.1 Million
Previous $18.4 Million
2.49%
% of portfolio
0.63%
Previous 0.72%
Shares
25 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio