Lyell Wealth Management, LP Ishares Core U.S. Aggregate Bo Transaction History
Lyell Wealth Management, LP
- $1.1 Billion
- Q4 2024
A detailed history of Lyell Wealth Management, LP transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lyell Wealth Management, LP holds 2,835 shares of AGG stock, worth $276,979. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,835
Previous 3,015
5.97%
Holding current value
$276,979
Previous $305,000
10.16%
% of portfolio
0.02%
Previous 0.03%
Shares
15 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
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Wells Fargo & Company San Francisco, CA53.8MShares$5.26 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.04 Billion1.66% of portfolio