A detailed history of Alliance Wealth Advisors, LLC /Ut transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Alliance Wealth Advisors, LLC /Ut holds 5,617 shares of AGG stock, worth $556,026. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,617
Previous 3,778 48.68%
Holding current value
$556,026
Previous $366 Million 51.78%
% of portfolio
0.14%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
$95.85 - $99.25 $176,268 - $182,520
1,839 Added 48.68%
5,617 $556 Million
Q4 2024

Jan 24, 2025

BUY
$96.64 - $101.23 $365,105 - $382,446
3,778 New
3,778 $366 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Alliance Wealth Advisors, LLC /Ut Portfolio

Follow Alliance Wealth Advisors, LLC /Ut and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alliance Wealth Advisors, LLC /Ut, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC /Ut with notifications on news.