Worth Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Worth Asset Management, LLC
- $212 Million
- Q4 2025
A detailed history of Worth Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Worth Asset Management, LLC holds 12,218 shares of AGG stock, worth $1.22 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
12,218
Previous 11,719
4.26%
Holding current value
$1.22 Million
Previous $1.17 Million
4.0%
% of portfolio
0.58%
Previous 0.6%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
2,277Shares Held
1.29BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
-
Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio