Waldron Private Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Waldron Private Wealth LLC
- $2.4 Billion
- Q3 2024
A detailed history of Waldron Private Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Waldron Private Wealth LLC holds 31,890 shares of AGG stock, worth $3.12 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
31,890
Previous 29,674
7.47%
Holding current value
$3.12 Million
Previous $2.88 Million
12.12%
% of portfolio
0.13%
Previous 0.13%
Shares
22 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