Shepherd Wealth Management LTD Liability CO Ishares Core U.S. Aggregate Bo Transaction History
Shepherd Wealth Management LTD Liability CO
- $144 Billion
- Q4 2025
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 2,536 shares of AGG stock, worth $253,600. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,536Holding current value
$253,600% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,243Shares Held
1.3BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
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Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
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Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio