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 $155,837. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,548
Previous 4,988
68.97%
Holding current value
$155,837
Previous $534,000
70.6%
% of portfolio
0.09%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
2,175Shares Held
1.31BCall 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
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Wells Fargo & Company San Francisco, CA55.7MShares$5.61 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.46 Billion1.65% of portfolio