Lake Point Wealth Management Ishares Core U.S. Aggregate Bo Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lake Point Wealth Management holds 1,548 shares of AGG stock, worth $156,440. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,548
Previous 4,988
68.97%
Holding current value
$156,440
Previous $534,000
70.6%
% of portfolio
0.09%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.8 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.94 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.87 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.65 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.45 Billion1.52% of portfolio