Brass Tax Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 16,384 shares of AGG stock, worth $1.59 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
16,384Holding current value
$1.59 Million% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,970Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.92 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.73 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio