Maia Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Maia Wealth LLC
- $465 Billion
- Q4 2024
A detailed history of Maia Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Maia Wealth LLC holds 27,321 shares of AGG stock, worth $2.65 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
27,321
Previous 15,512
76.13%
Holding current value
$2.65 Million
Previous $1.53 Billion
73.91%
% of portfolio
0.57%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,084Shares Held
1.18BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.21 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5 Billion1.66% of portfolio