Caliber Wealth Management, LLC / Ks Ishares Core U.S. Aggregate Bo Transaction History

Caliber Wealth Management, LLC / Ks

  • $733 Billion
  • Q1 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 104,928 shares of AGG stock, worth $10.4 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
104,928
Holding current value
$10.4 Million
% of portfolio
1.42%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$95.85 - $99.25 $10.1 Million - $10.4 Million
104,928 New
104,928 $10.4 Billion

Others Institutions Holding AGG

# of Institutions
2,142
Shares Held
1.21B
Call Options Held
124K
Put Options Held
27.7K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email