Dopkins Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,217 shares of AGG stock, worth $218,906. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,217
Previous 2,217
-0.0%
Holding current value
$218,906
Previous $224,000
4.46%
% of portfolio
0.11%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,127Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.69 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio