Cardinal Point Wealth Management Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 19,143 shares of AGG stock, worth $1.87 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
19,143
Previous 15,859 20.71%
Holding current value
$1.87 Million
Previous $1.54 Million 23.99%
% of portfolio
0.58%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$96.32 - $100.79 $316,314 - $330,994
3,284 Added 20.71%
19,143 $1.91 Million
Q4 2022

Feb 07, 2023
BUY
$93.63 - $99.69 $1.48 Million - $1.58 Million
15,859 New
15,859 $1.54 Million

Others Institutions Holding AGG

# of Institutions
2,094
Shares Held
1.22B
Call Options Held
128K
Put Options Held
205K
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 Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, 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 Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email