Lantern Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Lantern Wealth Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 2,424 shares of AGG stock, worth $236,873. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,424
Previous 2,404
0.83%
Holding current value
$236,873
Previous $235 Million
0.08%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio