Discipline Wealth Solutions, LLC Ishares Tr Core Intl Aggregate Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Tr Core Intl Aggregate stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 119,550 shares of IAGG stock, worth $6.17 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
119,550Holding current value
$6.17 Million% of portfolio
1.73%Shares
1 transactions
Others Institutions Holding IAGG
# of Institutions
617Shares Held
184MCall Options Held
5.1KPut Options Held
0-
Envestnet Asset Management Inc22.2MShares$1.15 Billion0.35% of portfolio
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Jpmorgan Chase & CO New York, NY19.4MShares$1 Billion0.07% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA15.4MShares$794 Million1.51% of portfolio
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Black Rock Inc. New York, NY13.9MShares$715 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC9.17MShares$473 Million0.15% of portfolio