Bull Oak Capital, LLC Ishares Core U.S. Aggregate Bo Transaction History
Bull Oak Capital, LLC
- $172 Million
- Q3 2024
A detailed history of Bull Oak Capital, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bull Oak Capital, LLC holds 72 shares of AGG stock, worth $6,967. This represents 0.0% of its overall portfolio holdings.
Number of Shares
72
Previous 71
1.41%
Holding current value
$6,967
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.01%
Shares
4 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