Garrett Wealth Advisory Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Garrett Wealth Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 2,632 shares of AGG stock, worth $257,146. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,632
Previous 2,922
9.92%
Holding current value
$257,146
Previous $295,000
13.56%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
2,108Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio