A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,320 shares of AGG stock, worth $328,049. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,320
Previous 3,320 -0.0%
Holding current value
$328,049
Previous $322 Million 4.33%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Aug 01, 2024

BUY
$95.11 - $97.92 $315,765 - $325,094
3,320 New
3,320 $322 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 Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management 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 Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.