A detailed history of Act Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Act Wealth Management, LLC holds 84,839 shares of AGG stock, worth $8.29 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares
84,839
Previous 61,262 38.49%
Holding current value
$8.29 Million
Previous $5.95 Million 44.48%
% of portfolio
3.82%
Previous 2.93%

Shares

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

Oct 08, 2024

BUY
$96.25 - $101.98 $2.27 Million - $2.4 Million
23,577 Added 38.49%
84,839 $8.59 Million
Q2 2024

Jul 11, 2024

BUY
$95.11 - $97.92 $5.83 Million - $6 Million
61,262 New
61,262 $5.95 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 Act Wealth Management, LLC Portfolio

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

News

Stay updated on Act Wealth Management, LLC with notifications on news.