Defined Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Defined Wealth Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Defined Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Defined Wealth Management, LLC holds 3,040 shares of AGG stock, worth $296,643. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,040
Holding current value
$296,643
% of portfolio
0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$96.75 - $99.37 $294,120 - $302,084
3,040 New
3,040 $297,000
Q1 2021

May 18, 2021
SELL
N/A
-238 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
N/A
238 New
238 $28,000

Others Institutions Holding AGG

# of Institutions
1,870
Shares Held
952M
Call Options Held
269K
Put Options Held
32.9K
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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