Lumature Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 2,482 shares of AGG stock, worth $242,491. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,482
Previous 2,555
2.86%
Holding current value
$242,491
Previous $254,000
4.33%
% of portfolio
0.15%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding AGG
# of Institutions
2,094Shares Held
1.22BCall Options Held
128KPut Options Held
205K-
Jones Financial Companies Lllp129MShares$12.6 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.61 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio