Discipline Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 11,746 shares of AGG stock, worth $1.17 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
11,746
Previous 16,853 30.3%
Holding current value
$1.17 Million
Previous $1.71 Million 33.29%
% of portfolio
0.55%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
SELL
$96.64 - $101.23 $493,540 - $516,981
-5,107 Reduced 30.3%
11,746 $1.14 Million
Q3 2024

Nov 19, 2024
BUY
$96.25 - $101.98 $1.08 Million - $1.14 Million
11,188 Added 197.49%
16,853 $1.71 Million
Q2 2024

Aug 07, 2024
BUY
$95.11 - $97.92 $538,798 - $554,716
5,665 New
5,665 $549,000

Others Institutions Holding AGG

# of Institutions
2,117
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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