Adapt Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Adapt Wealth Advisors, LLC

  • $160 Billion
  • Q2 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 7,658 shares of AGG stock, worth $748,339. This represents 0.47% of its overall portfolio holdings.

Number of Shares
7,658
Previous 9,037 15.26%
Holding current value
$748,339
Previous $885 Million 16.01%
% of portfolio
0.47%
Previous 0.63%

Shares

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

Aug 06, 2024
SELL
$95.11 - $97.92 $131,156 - $135,031
-1,379 Reduced 15.26%
7,658 $743 Million
Q1 2024

May 02, 2024
BUY
$96.75 - $99.37 $874,329 - $898,006
9,037 New
9,037 $885 Million

Others Institutions Holding AGG

# of Institutions
1,932
Shares Held
1.03B
Call Options Held
68.7K
Put Options Held
176K
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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