Catalyst Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 4,899 shares of AGG stock, worth $486,225. This represents 0.46% of its overall portfolio holdings.
Number of Shares
4,899Holding current value
$486,225% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,117Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.73 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.05 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.34 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.12 Billion1.66% of portfolio