Vista Wealth Management Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Vista Wealth Management Group, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,589 shares of AGG stock, worth $253,230. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,589
Previous 2,200
17.68%
Holding current value
$253,230
Previous $213,000
23.0%
% of portfolio
0.02%
Previous 0.02%
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