Perfromance Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Perfromance Wealth Partners, LLC
- $3.09 Billion
- Q4 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 3,286 shares of AGG stock, worth $322,093. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,286
Previous 3,536
7.07%
Holding current value
$322,093
Previous $358,000
11.17%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
2,110Shares 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$7.63 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.97 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.28 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.06 Billion1.66% of portfolio