Dynamic Wealth Strategies, LLC Ishares Core U.S. Aggregate Bo Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 25 shares of AGG stock, worth $2,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 26 3.85%
Holding current value
$2,516
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$97.75 - $100.75 $97 - $100
-1 Reduced 3.85%
25 $2,000
Q1 2025

May 12, 2025
BUY
$95.85 - $99.25 $2,492 - $2,580
26 New
26 $2,000
Q4 2023

Feb 13, 2024
BUY
$91.67 - $99.66 $2,383 - $2,591
26 New
26 $2.59 Million

Others Institutions Holding AGG

# of Institutions
2,193
Shares Held
1.29B
Call Options Held
213K
Put Options Held
130K
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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