Vericrest Private Wealth Ishares Core U.S. Aggregate Bo Transaction History
Vericrest Private Wealth
- $81.5 Million
- Q2 2022
A detailed history of Vericrest Private Wealth transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vericrest Private Wealth holds 89,477 shares of AGG stock, worth $8.75 Million. This represents 11.16% of its overall portfolio holdings.
Number of Shares
89,477
Previous 104,331
14.24%
Holding current value
$8.75 Million
Previous $11.2 Million
18.58%
% of portfolio
11.16%
Previous 11.62%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio