Valpey Financial Services, LLC Ishares Core U.S. Aggregate Bo Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Valpey Financial Services, LLC holds 27,984 shares of AGG stock, worth $2.82 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
27,984Holding current value
$2.82 Million% of portfolio
1.92%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,176Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
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Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio