A detailed history of Fortitude Advisory Group L.L.C. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 6,212 shares of AGG stock, worth $607,036. This represents 0.36% of its overall portfolio holdings.

Number of Shares
6,212
Previous 6,394 2.85%
Holding current value
$607,036
Previous $626,000 3.83%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Jul 25, 2024

SELL
$95.11 - $97.92 $17,310 - $17,821
-182 Reduced 2.85%
6,212 $602,000
Q1 2024

May 02, 2024

SELL
$96.75 - $99.37 $81,657 - $83,868
-844 Reduced 11.66%
6,394 $626,000
Q4 2023

Feb 05, 2024

BUY
$91.67 - $99.66 $52,251 - $56,806
570 Added 8.55%
7,238 $718,000
Q3 2023

Nov 14, 2023

SELL
$93.85 - $98.43 $265,220 - $278,163
-2,826 Reduced 29.77%
6,668 $627,000
Q2 2023

Jul 31, 2023

BUY
$97.49 - $100.53 $529,078 - $545,576
5,427 Added 133.44%
9,494 $929,000
Q1 2023

May 05, 2023

BUY
$96.32 - $100.79 $20,419 - $21,367
212 Added 5.5%
4,067 $405,000
Q4 2022

Feb 13, 2023

BUY
$93.63 - $99.69 $6,647 - $7,077
71 Added 1.88%
3,855 $373,000
Q3 2022

Nov 14, 2022

BUY
$95.54 - $104.23 $81,304 - $88,699
851 Added 29.01%
3,784 $365,000
Q2 2022

Aug 16, 2022

BUY
$99.01 - $106.84 $5,544 - $5,983
56 Added 1.95%
2,933 $298,000
Q1 2022

May 25, 2022

SELL
$106.1 - $113.3 $17,188 - $18,354
-162 Reduced 5.33%
2,877 $308,000
Q4 2021

May 20, 2022

BUY
$113.45 - $115.33 $344,774 - $350,487
3,039 New
3,039 $346,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Fortitude Advisory Group L.L.C. Portfolio

Follow Fortitude Advisory Group L.L.C. 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 Fortitude Advisory Group L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Fortitude Advisory Group L.L.C. with notifications on news.