Wetherby Asset Management Inc Ishares Core U.S. Aggregate Bo Transaction History
Wetherby Asset Management Inc
- $2.08 Billion
- Q2 2024
A detailed history of Wetherby Asset Management Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,765 shares of AGG stock, worth $863,352. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,765
Previous 9,034
2.98%
Holding current value
$863,352
Previous $884,000
3.85%
% of portfolio
0.04%
Previous 0.04%
Shares
23 transactions
Others Institutions Holding AGG
# of Institutions
1,936Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.81 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio