West Branch Capital LLC Ishares Core U.S. Aggregate Bo Transaction History
West Branch Capital LLC
- $257 Million
- Q2 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 $334,437. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,293
Previous 3,293
-0.0%
Holding current value
$334,437
Previous $322,000
0.93%
% of portfolio
0.12%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio