Laffer Tengler Investments Ishares Agency Bond ETF Transaction History

Laffer Tengler Investments

$494 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$106.85 - $108.86 $103,430 - $105,376	-968 Reduced 17.99%	4,413 $472 Million
Q1 2023 May 09, 2023	BUY	$105.78 - $108.76 $569,202 - $585,237	5,381 New	5,381 $582 Million

Others Institutions Holding AGZ

# of Institutions

149

Shares Held

4.79M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81.4 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$38.1 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$34 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
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