Elevate Wealth Advisory, Inc Ishares Core U.S. Aggregate Bo Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 311 shares of AGG stock, worth $30,770. This represents 0.02% of its overall portfolio holdings.

Number of Shares
311
Previous 311 -0.0%
Holding current value
$30,770
Previous $30.8 Million 0.28%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$95.11 - $97.92 $3,709 - $3,818
-39 Reduced 11.14%
311 $30.2 Million
Q1 2024

May 02, 2024
BUY
$96.75 - $99.37 $4,063 - $4,173
42 Added 13.64%
350 $34.3 Million
Q4 2023

Feb 14, 2024
BUY
$91.67 - $99.66 $28,234 - $30,695
308 New
308 $30.6 Million

Others Institutions Holding AGG

# of Institutions
2,167
Shares Held
1.31B
Call Options Held
122K
Put Options Held
132K
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 Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc 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 Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email