San Luis Wealth Advisors LLC Ishares Agency Bond ETF Transaction History

San Luis Wealth Advisors LLC

$484 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$107.21 - $111.93 $46,957 - $49,025	-438 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$112.17 - $116.88 $49,130 - $51,193	438 New	438 $51,000

Others Institutions Holding AGZ

# of Institutions

151

Shares Held

4.8M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

752K
Shares

$81 Million
10.39% of portfolio
Stifel Financial Corp St. Louis, MO

352K
Shares

$37.9 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

314K
Shares

$33.8 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

211K
Shares

$22.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$20.2 Million
0.01% of portfolio

About ISHARES AGENCY BOND ETF

Ticker AGZ
Sector ETFs
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