Lokken Investment Group LLC Ishares Core U.S. Aggregate Bo Transaction History
Lokken Investment Group LLC
- $226 Million
- Q3 2024
A detailed history of Lokken Investment Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lokken Investment Group LLC holds 6,849 shares of AGG stock, worth $664,079. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,849
Previous 6,567
4.29%
Holding current value
$664,079
Previous $637,000
8.79%
% of portfolio
0.31%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio