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

Atlantic Edge Private Wealth Management, LLC

  • $291 Billion
  • Q1 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 2,781 shares of AGG stock, worth $271,453. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,781
Previous 4,229 34.24%
Holding current value
$271,453
Previous $420 Million 35.1%
% of portfolio
0.09%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,872
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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