Curated Wealth Partners LLC Ishares Core U.S. Aggregate Bo Transaction History
Curated Wealth Partners LLC
- $820 Million
- Q4 2025
A detailed history of Curated Wealth Partners LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Curated Wealth Partners LLC holds 39,175 shares of AGG stock, worth $3.92 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
39,175Holding current value
$3.92 Million% of portfolio
0.48%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,233Shares Held
1.3BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
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Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
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Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio