Ritholtz Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Ritholtz Wealth Management
- $3.37 Billion
- Q4 2024
A detailed history of Ritholtz Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ritholtz Wealth Management holds 917,718 shares of AGG stock, worth $90.2 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
917,718
Previous 887,008
3.46%
Holding current value
$90.2 Million
Previous $89.8 Million
1.0%
% of portfolio
2.64%
Previous 2.74%
Shares
23 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares 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$7.65 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.98 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio