Wellington Shields Capital Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wellington Shields Capital Management, LLC
- $558 Million
- Q3 2024
A detailed history of Wellington Shields Capital Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 2,000 shares of AGG stock, worth $193,920. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$193,920
Previous $194,000
4.12%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio