Benchmark Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 9,137 shares of AGG stock, worth $897,984. This represents 0.44% of its overall portfolio holdings.
Number of Shares
9,137
Previous 7,450
22.64%
Holding current value
$897,984
Previous $754,000
17.37%
% of portfolio
0.44%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio