Venturi Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 315 shares of AGG stock, worth $30,737. This represents 0.0% of its overall portfolio holdings.
Number of Shares
315
Previous 1,340
76.49%
Holding current value
$30,737
Previous $132,000
77.27%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,870Shares 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$4.29 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio