Regal Wealth Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
A detailed history of Regal Wealth Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 57,431 shares of AGG stock, worth $5.6 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
57,431
Previous 55,471
3.53%
Holding current value
$5.6 Million
Previous $5.22 Million
9.28%
% of portfolio
3.99%
Previous 4.14%
Shares
38 transactions
Others Institutions Holding AGG
# of Institutions
1,998Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
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