Wealth Trust Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wealth Trust Asset Management, LLC
- $132 Million
- Q3 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 59,269 shares of AGG stock, worth $5.8 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
59,269
Previous 63,651
6.88%
Holding current value
$5.8 Million
Previous $6.18 Million
2.85%
% of portfolio
4.53%
Previous 4.58%
Shares
2 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