Lantern Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History
Lantern Wealth Advisors, LLC
- $144 Billion
- Q3 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 2,443 shares of AGG stock, worth $238,778. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,443
Previous 2,424
0.78%
Holding current value
$238,778
Previous $235 Million
5.19%
% of portfolio
0.17%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio