Curio Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Curio Wealth, LLC holds 514 shares of AGG stock, worth $50,094. This represents 0.03% of its overall portfolio holdings.

Number of Shares

514

Holding current value

$50,094

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $49,672 - $52,032	514 New	514 $49.8 Million

Others Institutions Holding AGG

# of Institutions

2,046

Shares Held

1.15B

Call Options Held

115K

Put Options Held

552K

Jones Financial Companies Lllp

129M
Shares

$12.6 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.59 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.93 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.95 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.76 Billion
1.64% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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