Juncture Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History
Juncture Wealth Strategies, LLC
- $258 Million
- Q3 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 65,812 shares of AGG stock, worth $6.49 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
65,812
Previous 62,436
5.41%
Holding current value
$6.49 Million
Previous $6.06 Million
9.97%
% of portfolio
2.59%
Previous 2.54%
Shares
29 transactions
Others Institutions Holding AGG
# of Institutions
1,928Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.54 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.34 Billion1.52% of portfolio