Surience Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Surience Private Wealth LLC
- $76.2 Million
- Q4 2024
A detailed history of Surience Private Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Surience Private Wealth LLC holds 2,504 shares of AGG stock, worth $244,640. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,504
Previous 2,504
-0.0%
Holding current value
$244,640
Previous $253,000
4.35%
% of portfolio
0.32%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio