Wms Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Wms Partners, LLC
- $1.51 Billion
- Q2 2024
A detailed history of Wms Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wms Partners, LLC holds 85,168 shares of AGG stock, worth $8.38 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
85,168
Previous 96,744
11.97%
Holding current value
$8.38 Million
Previous $9.48 Million
12.75%
% of portfolio
0.55%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,925Shares 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