Wiser Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History
Wiser Wealth Management, Inc
- $353 Million
- Q1 2025
A detailed history of Wiser Wealth Management, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 3,697 shares of AGG stock, worth $365,004. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,697Holding current value
$365,004% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.69 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio