Accredited Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 2,105 shares of AGG stock, worth $205,448. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,105Holding current value
$205,448% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,109Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.6 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, CA53.8MShares$5.25 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio