Brown Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Brown Wealth Management, LLC
- $277 Billion
- Q3 2024
A detailed history of Brown Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brown Wealth Management, LLC holds 4,356 shares of AGG stock, worth $421,835. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,356Holding current value
$421,835% of portfolio
0.16%Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,084Shares Held
1.18BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% 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, CA53.8MShares$5.21 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5 Billion1.66% of portfolio