Private Client Services, LLC Ishares Core U.S. Aggregate Bo Transaction History
Private Client Services, LLC
- $202 Billion
- Q1 2025
A detailed history of Private Client Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Private Client Services, LLC holds 22,611 shares of AGG stock, worth $2.2 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
22,611
Previous 15,303
47.76%
Holding current value
$2.2 Million
Previous $1.48 Billion
50.83%
% of portfolio
1.11%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
2,136Shares 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$7.59 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.25 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.03 Billion1.66% of portfolio