West Branch Capital LLC Ishares Core U.S. Aggregate Bo Transaction History
West Branch Capital LLC
- $274 Million
- Q3 2024
A detailed history of West Branch Capital LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, West Branch Capital LLC holds 3,293 shares of AGG stock, worth $322,088. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,293
Previous 3,293
-0.0%
Holding current value
$322,088
Previous $319,000
4.39%
% of portfolio
0.12%
Previous 0.12%
Shares
7 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