Joseph P. Lucia & Associates, LLC Ishares Agency Bond ETF Transaction History
Joseph P. Lucia & Associates, LLC
- $159 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding AGZ
# of Institutions
152Shares Held
4.28MCall Options Held
0Put Options Held
0-
Assetmark, Inc386KShares$41.7 Million0.14% of portfolio
-
Stifel Financial Corp St. Louis, MO331KShares$35.8 Million0.04% of portfolio
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True Private Wealth Advisors330KShares$35.6 Million4.15% of portfolio
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High Tower Advisors, LLC Chicago, IL272KShares$29.3 Million0.05% of portfolio
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Mill Creek Capital Advisors, LLC Conshohocken, PA158KShares$17 Million0.47% of portfolio