Lyell Wealth Management, LP Ishares Core U.S. Aggregate Bo Transaction History
Lyell Wealth Management, LP
- $978 Million
- Q1 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 3,220 shares of AGG stock, worth $314,336. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,220
Previous 3,020
6.62%
Holding current value
$314,336
Previous $299,000
5.35%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.32 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.45 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.68 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.29 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$4.01 Billion0.38% of portfolio