Genesis Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Genesis Private Wealth, LLC
- $322 Billion
- Q4 2025
A detailed history of Genesis Private Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 53,403 shares of AGG stock, worth $5.34 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
53,403Holding current value
$5.34 Million% of portfolio
1.66%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,229Shares 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