Waterway Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Waterway Wealth Management, LLC
- $227 Billion
- Q1 2024
A detailed history of Waterway Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 7,476 shares of AGG stock, worth $729,508. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,476
Previous 7,619
1.88%
Holding current value
$729,508
Previous $756 Million
3.17%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,870Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.31 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.44 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.29 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio