Madison Wealth Partners, Inc Ishares Core U.S. Aggregate Bo Transaction History
Madison Wealth Partners, Inc
- $345 Million
- Q4 2024
A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 8,871 shares of AGG stock, worth $864,478. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,871
Previous 9,819
9.65%
Holding current value
$864,478
Previous $994,000
13.58%
% of portfolio
0.25%
Previous 0.3%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
2,108Shares 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$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.25 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.03 Billion1.66% of portfolio