Independent Family Office, LLC Ishares Core U.S. Aggregate Bo Transaction History
Independent Family Office, LLC
- $190 Million
- Q4 2024
A detailed history of Independent Family Office, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Independent Family Office, LLC holds 3,032 shares of AGG stock, worth $293,618. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,032
Previous 3,032
-0.0%
Holding current value
$293,618
Previous $307,000
4.56%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,062Shares Held
1.14BCall Options Held
115KPut Options Held
402K-
Jones Financial Companies Lllp129MShares$12.5 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.54 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.21 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5 Billion1.66% of portfolio