Laidlaw Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Laidlaw Wealth Management LLC
- $268 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio