Unique Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
Unique Wealth, LLC
- $437 Billion
- Q3 2024
A detailed history of Unique Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Unique Wealth, LLC holds 221,674 shares of AGG stock, worth $21.8 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
221,674
Previous 165,644
33.83%
Holding current value
$21.8 Million
Previous $16.1 Billion
39.62%
% of portfolio
5.14%
Previous 4.21%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,928Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.99 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.71 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.34 Billion1.52% of portfolio