Orgel Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 4,241 shares of AGG stock, worth $410,401. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,241
Previous 7,879
46.17%
Holding current value
$410,401
Previous $764,000
43.85%
% of portfolio
0.01%
Previous 0.02%
Shares
32 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.92 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.73 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio