Transform Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Transform Wealth, LLC
- $1.02 Billion
- Q1 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Transform Wealth, LLC holds 236,362 shares of AGG stock, worth $23.1 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
236,362
Previous 220,403
7.24%
Holding current value
$23.1 Million
Previous $21.9 Million
5.83%
% of portfolio
2.26%
Previous 2.19%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,873Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.31 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.44 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.28 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio