Wr Wealth Planners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 561 shares of AGG stock, worth $54,871. This represents 0.02% of its overall portfolio holdings.
Number of Shares
561
Previous 745
24.7%
Holding current value
$54,871
Previous $72,000
22.22%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio