Lakeridge Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,320 shares of AGG stock, worth $328,049. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,320
Previous 3,320
-0.0%
Holding current value
$328,049
Previous $322 Million
4.33%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$12 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$5.02 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.83 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.55 Billion0.1% of portfolio