Copia Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Copia Wealth Management holds 389 shares of AGG stock, worth $37,911. This represents 0.04% of its overall portfolio holdings.

Number of Shares
389
Previous 554 29.78%
Holding current value
$37,911
Previous $53.7 Million 28.32%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 17, 2025
SELL
$95.85 - $99.25 $15,815 - $16,376
-165 Reduced 29.78%
389 $38.5 Million
Q4 2024

Mar 06, 2025
BUY
$96.64 - $101.23 $53,538 - $56,081
554 New
554 $53.7 Million

Others Institutions Holding AGG

# of Institutions
2,133
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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