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

1,933

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.4 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.67 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.5 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.31 Billion
1.52% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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