Lantern Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Call Options Transaction History

Lantern Wealth Advisors, LLC

$138 Billion
Q2 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

1,925

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.5 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.99 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.71 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.53 Billion
0.1% of portfolio
Envestnet Asset Management Inc

44.1M
Shares

$4.34 Billion
1.52% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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