Triad Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 22,367 shares of AGG stock, worth $2.18 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
22,367Holding current value
$2.18 Million% of portfolio
0.78%Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,037Shares Held
1.15BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.59 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.93 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio