Lantern Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,471 shares of AGG stock, worth $242,849. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,471
Previous 2,443 1.15%
Holding current value
$242,849
Previous $247 Million 3.23%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $2,705 - $2,834
28 Added 1.15%
2,471 $239 Million
Q3 2024

Nov 14, 2024
BUY
$96.25 - $101.98 $1,828 - $1,937
19 Added 0.78%
2,443 $247 Million
Q2 2024

Aug 14, 2024
BUY
$95.11 - $97.92 $1,902 - $1,958
20 Added 0.83%
2,424 $235 Million
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $232,587 - $238,885
2,404 New
2,404 $235 Million

Others Institutions Holding AGG

# of Institutions
2,122
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email