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 $276,129. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,835
Previous 3,015
5.97%
Holding current value
$276,129
Previous $305,000
10.16%
% of portfolio
0.02%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
2,009Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.92 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.48 Billion0.1% of portfolio