Verus Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Verus Wealth Management, LLC
- $91.3 Billion
- Q1 2025
A detailed history of Verus Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Verus Wealth Management, LLC holds 3,524 shares of AGG stock, worth $345,704. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,524
Previous 3,574
1.4%
Holding current value
$345,704
Previous $346 Million
0.66%
% of portfolio
0.38%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,167Shares 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
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.29 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.76 Billion1.6% of portfolio