Wealth Collab, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wealth Collab, LLC
- $162 Billion
- Q1 2025
A detailed history of Wealth Collab, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Collab, LLC holds 4,082 shares of AGG stock, worth $403,873. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,082
Previous 4,082
-0.0%
Holding current value
$403,873
Previous $396 Million
2.08%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,156Shares Held
1.3BCall Options Held
110KPut Options Held
10.1K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.04 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.36 Billion1.65% of portfolio
-
Wells Fargo & Company San Francisco, CA53.9MShares$5.33 Billion1.24% of portfolio