Fairway Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History
Fairway Wealth LLC
- $222 Billion
- Q4 2024
A detailed history of Fairway Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fairway Wealth LLC holds 24,011 shares of AGG stock, worth $2.36 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
24,011
Previous 23,716
1.24%
Holding current value
$2.36 Million
Previous $2.4 Billion
3.12%
% of portfolio
1.05%
Previous 1.22%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares 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$7.67 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.3 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.08 Billion1.66% of portfolio