Wetherby Asset Management Inc Ishares Core U.S. Aggregate Bo Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 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 8,099 shares of AGG stock, worth $800,262. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,099
Previous 8,091
0.1%
Holding current value
$800,262
Previous $819,000
4.27%
% of portfolio
0.04%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding AGG
# of Institutions
2,113Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.69 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.1 Billion1.66% of portfolio