U S Wealth Group, Llc. Ishares Core U.S. Aggregate Bo Transaction History
U S Wealth Group, Llc.
- $132 Billion
- Q4 2024
A detailed history of U S Wealth Group, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, U S Wealth Group, Llc. holds 82,617 shares of AGG stock, worth $8 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
82,617Holding current value
$8 Million% of portfolio
6.05%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,062Shares Held
1.14BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.21 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5 Billion1.66% of portfolio