A detailed history of Fsa Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fsa Wealth Management LLC holds 212 shares of AGG stock, worth $21,342. This represents 0.01% of its overall portfolio holdings.

Number of Shares
212
Previous 212 -0.0%
Holding current value
$21,342
Previous $20,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$95.85 - $99.25 $7,284 - $7,543
76 Added 55.88%
212 $20,000
Q4 2023

Feb 14, 2024

BUY
$91.67 - $99.66 $12,467 - $13,553
136 New
136 $13,000
Q3 2020

Nov 13, 2020

SELL
$117.95 - $119.63 $6,841 - $6,938
-58 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$114.73 - $118.21 $6,654 - $6,856
58 New
58 $7,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management LLC 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 Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.