Atlantic Edge Private Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $329 Billion
  • Q3 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,299 shares of AGG stock, worth $125,795. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,299
Previous 1,783 27.15%
Holding current value
$125,795
Previous $173 Million 23.99%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Nov 06, 2024
SELL
$96.25 - $101.98 $46,585 - $49,358
-484 Reduced 27.15%
1,299 $132 Million
Q2 2024

Jul 26, 2024
SELL
$95.11 - $97.92 $94,919 - $97,724
-998 Reduced 35.89%
1,783 $173 Million
Q1 2024

May 08, 2024
SELL
$96.75 - $99.37 $140,094 - $143,887
-1,448 Reduced 34.24%
2,781 $272 Million
Q4 2023

Feb 08, 2024
BUY
$91.67 - $99.66 $387,672 - $421,462
4,229 New
4,229 $420 Million

Others Institutions Holding AGG

# of Institutions
1,970
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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