High Note Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
High Note Wealth, LLC
- $377 Million
- Q4 2024
A detailed history of High Note Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, High Note Wealth, LLC holds 83,543 shares of AGG stock, worth $8.25 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
83,543
Previous 13,214
532.23%
Holding current value
$8.25 Million
Previous $1.34 Million
505.01%
% of portfolio
2.15%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares 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
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Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio