Jgp Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Jgp Wealth Management, LLC
- $750 Million
- Q1 2025
A detailed history of Jgp Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 21,267 shares of AGG stock, worth $2.08 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
21,267
Previous 21,267
-0.0%
Holding current value
$2.08 Million
Previous $2.06 Million
1.89%
% of portfolio
0.28%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,136Shares 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$7.62 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.96 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.27 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.05 Billion1.66% of portfolio