Montis Financial, LLC Ishares Agency Bond ETF Transaction History

Montis Financial, LLC

$322 Million
Q4 2024

A detailed history of Montis Financial, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Montis Financial, LLC holds 17,111 shares of AGZ stock, worth $1.86 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

17,111

Holding current value

$1.86 Million

% of portfolio

0.57%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$107.68 - $110.37 $1.84 Million - $1.89 Million	17,111 New	17,111 $1.85 Million

Others Institutions Holding AGZ

# of Institutions

164

Shares Held

5.27M

Call Options Held

Put Options Held

True Private Wealth Advisors

744K
Shares

$80.8 Million
10.31% of portfolio
High Tower Advisors, LLC Chicago, IL

363K
Shares

$39.4 Million
0.05% of portfolio
Stifel Financial Corp St. Louis, MO

359K
Shares

$38.9 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

230K
Shares

$25 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.3 Million
0.01% of portfolio

View Full List

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
Industry ETFs

More about AGZ

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Montis Financial, LLC Ishares Agency Bond ETF Transaction History