Kathleen S. Wright Associates Inc. Ishares Core U.S. Aggregate Bo Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,000 shares of AGG stock, worth $96,840. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$96,840
Previous $101,000
4.95%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,084Shares Held
1.18BCall 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