Summit Financial Strategies, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 6,062 shares of AGG stock, worth $587,771. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,062
Previous 7,634
20.59%
Holding current value
$587,771
Previous $741,000
17.27%
% of portfolio
0.07%
Previous 0.1%
Shares
29 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