Turtle Creek Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 1,338 shares of AGG stock, worth $130,749. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,338Holding current value
$130,749% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
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Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
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Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio