Premier Path Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 5,792 shares of AGG stock, worth $564,488. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,792
Previous 5,359
8.08%
Holding current value
$564,488
Previous $543 Million
3.42%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,997Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio