Lpwm LLC Ishares Core U.S. Aggregate Bo Transaction History
Lpwm LLC
- $311 Million
- Q4 2024
A detailed history of Lpwm LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lpwm LLC holds 103,310 shares of AGG stock, worth $10.2 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
103,310
Previous 175,547
41.15%
Holding current value
$10.2 Million
Previous $17.8 Million
43.69%
% of portfolio
3.22%
Previous 5.76%
Shares
21 transactions
Others Institutions Holding AGG
# of Institutions
2,113Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.11 Billion1.66% of portfolio