Foundation Wealth Management, Llc\Pa Ishares Core U.S. Aggregate Bo Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 3,323 shares of AGG stock, worth $321,799. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,323Holding current value
$321,799% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,062Shares Held
1.14BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.92 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.73 Billion1.64% of portfolio