Gateway Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Gateway Wealth Partners, LLC

  • $363 Billion
  • Q3 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 3,364 shares of AGG stock, worth $329,032. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,364
Previous 2,661 26.42%
Holding current value
$329,032
Previous $258 Million 31.91%
% of portfolio
0.09%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$96.25 - $101.98 $67,663 - $71,691
703 Added 26.42%
3,364 $341 Million
Q2 2024

Aug 16, 2024
SELL
$95.11 - $97.92 $13,600 - $14,002
-143 Reduced 5.1%
2,661 $258 Million
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $34,830 - $35,773
360 Added 14.73%
2,804 $275 Million
Q4 2023

Feb 13, 2024
SELL
$91.67 - $99.66 $299,210 - $325,290
-3,264 Reduced 57.18%
2,444 $243 Million
Q3 2023

Nov 14, 2023
BUY
$93.85 - $98.43 $53,494 - $56,105
570 Added 11.09%
5,708 $537 Million
Q2 2023

Aug 14, 2023
BUY
$97.49 - $100.53 $500,903 - $516,523
5,138 New
5,138 $503 Million

Others Institutions Holding AGG

# of Institutions
1,968
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, LLC 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 Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email