Discipline Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 16,853 shares of AGG stock, worth $1.63 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
16,853
Previous 5,665 197.49%
Holding current value
$1.63 Million
Previous $549,000 210.75%
% of portfolio
0.94%
Previous 0.43%

Shares

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

Nov 19, 2024
BUY
$96.25 - $101.98 $1.08 Million - $1.14 Million
11,188 Added 197.49%
16,853 $1.71 Million
Q2 2024

Aug 07, 2024
BUY
$95.11 - $97.92 $538,798 - $554,716
5,665 New
5,665 $549,000

Others Institutions Holding AGG

# of Institutions
1,969
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
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