Lutz Financial Services LLC Ishares Core U.S. Aggregate Bo Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lutz Financial Services LLC holds 208,495 shares of AGG stock, worth $20.8 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
208,495
Previous 210,158
0.79%
Holding current value
$20.8 Million
Previous $20.6 Million
1.67%
% of portfolio
1.76%
Previous 1.8%
Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio