Tidemark, LLC Ishares Core U.S. Aggregate Bo Transaction History
Tidemark, LLC
- $253 Million
- Q4 2024
A detailed history of Tidemark, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tidemark, LLC holds 6,885 shares of AGG stock, worth $681,546. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,885
Previous 5,062
36.01%
Holding current value
$681,546
Previous $512,000
30.27%
% of portfolio
0.26%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.21BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio