Dynasty Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 2,390,221 shares of AGG stock, worth $243 Million. This represents 6.84% of its overall portfolio holdings.

Number of Shares
2,390,221
Previous 2,129,842 12.23%
Holding current value
$243 Million
Previous $209 Billion 11.23%
% of portfolio
6.84%
Previous 6.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$95.11 - $97.92 $24.8 Million - $25.5 Million
260,379 Added 12.23%
2,390,221 $232 Billion
Q1 2024

May 15, 2024
BUY
$96.75 - $99.37 $206 Million - $212 Million
2,129,842 New
2,129,842 $209 Billion

Others Institutions Holding AGG

# of Institutions
1,921
Shares Held
1.01B
Call Options Held
68.7K
Put Options Held
175K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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