Zhang Financial LLC Ishares Core U.S. Aggregate Bo Transaction History
Zhang Financial LLC
- $1.73 Billion
- Q4 2024
A detailed history of Zhang Financial LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Zhang Financial LLC holds 32,089 shares of AGG stock, worth $3.16 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
32,089
Previous 23,337
37.5%
Holding current value
$3.16 Million
Previous $2.36 Million
31.57%
% of portfolio
0.18%
Previous 0.15%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
2,119Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.66 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.99 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio