Wealth Spring Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wealth Spring Partners, LLC
- $134 Billion
- Q3 2023
A detailed history of Wealth Spring Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 187,751 shares of AGG stock, worth $18.5 Million. This represents 13.19% of its overall portfolio holdings.
Number of Shares
187,751
Previous 184,567
1.73%
Holding current value
$18.5 Million
Previous $18.1 Billion
2.34%
% of portfolio
13.19%
Previous 13.09%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
2,116Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio