Palacios Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Palacios Wealth Management, LLC
- $152 Billion
- Q3 2025
A detailed history of Palacios Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Palacios Wealth Management, LLC holds 2,339 shares of AGG stock, worth $233,900. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,339
Previous 2,339
-0.0%
Holding current value
$233,900
Previous $232 Million
1.06%
% of portfolio
0.15%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,226Shares Held
1.3BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
-
Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio