Windward Private Wealth Management Inc. Ishares Core U.S. Aggregate Bo Transaction History
Windward Private Wealth Management Inc.
- $289 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,215Shares Held
1.3BCall Options Held
179KPut Options Held
20.8K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
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Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio