Stordahl Capital Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Stordahl Capital Management, Inc.
- $422 Million
- Q4 2024
A detailed history of Stordahl Capital Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 3,060 shares of AGG stock, worth $300,736. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,060
Previous 3,088
0.91%
Holding current value
$300,736
Previous $312,000
5.13%
% of portfolio
0.07%
Previous 0.07%
Shares
28 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
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.29 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.07 Billion1.66% of portfolio