Tsa Wealth Managment LLC Ishares Core U.S. Aggregate Bo Transaction History
Tsa Wealth Managment LLC
- $246 Billion
- Q4 2024
A detailed history of Tsa Wealth Managment LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 10,318 shares of AGG stock, worth $1.01 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
10,318
Previous 15,821
34.78%
Holding current value
$1.01 Million
Previous $1.6 Billion
37.6%
% of portfolio
0.41%
Previous 0.65%
Shares
5 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
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Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio