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 $1.85 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
19,143
Previous 15,859 20.71%
Holding current value
$1.85 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
1,969
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
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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