Pinnacle Private Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 9,577 shares of AGG stock, worth $946,207. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,577
Previous 9,219
3.88%
Holding current value
$946,207
Previous $987,000
1.32%
% of portfolio
0.38%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,112Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.69 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.1 Billion1.66% of portfolio