Cascade Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 20,644 shares of AGG stock, worth $2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,644
Previous 23,993 13.96%
Holding current value
$2 Million
Previous $2.33 Billion 12.38%
% of portfolio
0.26%
Previous 0.31%

Shares

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

Oct 24, 2024
SELL
$96.25 - $101.98 $322,341 - $341,531
-3,349 Reduced 13.96%
20,644 $2.04 Billion
Q2 2024

Jul 31, 2024
SELL
$95.11 - $97.92 $665 - $685
-7 Reduced 0.03%
23,993 $2.33 Billion
Q1 2024

May 14, 2024
BUY
$96.75 - $99.37 $2.32 Million - $2.38 Million
24,000 New
24,000 $2.3 Billion

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
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial 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 Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email