Forteris Wealth Management Inc. Ishares Core U.S. Aggregate Bo Transaction History
Forteris Wealth Management Inc.
- $102 Billion
- Q4 2025
A detailed history of Forteris Wealth Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forteris Wealth Management Inc. holds 37,699 shares of AGG stock, worth $3.77 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
37,699Holding current value
$3.77 Million% of portfolio
3.71%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,264Shares Held
1.29BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
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Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
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Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio