Aj Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 672,957 shares of AGG stock, worth $65.1 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
672,957
Previous 608,254
10.64%
Holding current value
$65.1 Million
Previous $60.6 Million
8.76%
% of portfolio
3.19%
Previous 3.16%
Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.92 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.73 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio