Silver Oak Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Silver Oak Wealth Management LLC
- $593 Billion
- Q3 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 2,237 shares of AGG stock, worth $223,700. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,237
Previous 2,170
3.09%
Holding current value
$223,700
Previous $215 Million
4.18%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,221Shares Held
1.3BCall Options Held
179KPut Options Held
20.8K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
-
Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio