Surience Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Surience Private Wealth LLC
- $72.5 Million
- Q2 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 $250,299. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,504Holding current value
$250,299% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
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Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
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Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
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Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio