Wr Wealth Planners, LLC Ishares Core U.S. Aggregate Bo Call Options Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

Jones Financial Companies Lllp

139M
Shares

$13.5 Billion
12.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.3M
Shares

$7.93 Billion
3.12% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.93 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

53.9M
Shares

$5.26 Billion
1.24% of portfolio
Envestnet Asset Management Inc

48.5M
Shares

$4.73 Billion
1.6% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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