Woodside Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Woodside Wealth Management LLC
- $116 Billion
- Q2 2025
A detailed history of Woodside Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Woodside Wealth Management LLC holds 6,137 shares of AGG stock, worth $617,811. This represents 0.52% of its overall portfolio holdings.
Number of Shares
6,137
Previous 6,012
2.08%
Holding current value
$617,811
Previous $595 Million
2.37%
% of portfolio
0.52%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall 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