Wealth Dimensions Group, Ltd. Ishares Core U.S. Aggregate Bo Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 13,522 shares of AGG stock, worth $1.32 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,522
Previous 14,417
6.21%
Holding current value
$1.32 Million
Previous $1.4 Million
2.14%
% of portfolio
0.35%
Previous 0.4%
Shares
16 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