Synergy Investment Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,615 shares of AGG stock, worth $157,785. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,615Holding current value
$157,785% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,022Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio