Lewis Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History
Lewis Asset Management, LLC
- $243 Billion
- Q3 2025
A detailed history of Lewis Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lewis Asset Management, LLC holds 3,463 shares of AGG stock, worth $346,300. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,463
Previous 3,513
1.42%
Holding current value
$346,300
Previous $348 Million
0.36%
% of portfolio
0.14%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,224Shares Held
1.3BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
-
Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio