Lake Hills Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Lake Hills Wealth Management, LLC
- $180 Million
- Q3 2025
A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 19,527 shares of AGG stock, worth $1.97 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
19,527
Previous 19,012
2.71%
Holding current value
$1.97 Million
Previous $1.89 Million
3.82%
% of portfolio
1.09%
Previous 1.09%
Shares
10 transactions
Others Institutions Holding AGG
# of Institutions
2,193Shares Held
1.29BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.79 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.15 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio