Phillips Wealth Planners LLC Ishares Core U.S. Aggregate Bo Put Options Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$11.7 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.87 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.91 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.72 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.45 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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