Willow Creek Wealth Management Inc. Ishares Core U.S. Aggregate Bo Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,378 shares of AGG stock, worth $340,063. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,378
Previous 3,378
-0.0%
Holding current value
$340,063
Previous $334,000
0.3%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,175Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio