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 $8.78 Million. This represents 11.16% of its overall portfolio holdings.
Number of Shares
89,477
Previous 104,331
14.24%
Holding current value
$8.78 Million
Previous $11.2 Million
18.58%
% of portfolio
11.16%
Previous 11.62%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,168Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.6 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$7.98 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.97 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.29 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.76 Billion1.6% of portfolio