Tru Independence Asset Management 2, LLC Ishares Core U.S. Aggregate Bo Transaction History
Tru Independence Asset Management 2, LLC
- $99.5 Million
- Q1 2023
A detailed history of Tru Independence Asset Management 2, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 3,343 shares of AGG stock, worth $339,515. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,343
Previous 2,736
22.19%
Holding current value
$339,515
Previous $264,000
26.14%
% of portfolio
0.33%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio