Heritage Oak Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 26,409 shares of AGG stock, worth $2.55 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
26,409
Holding current value
$2.55 Million
% of portfolio
1.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$96.25 - $101.98 $2.54 Million - $2.69 Million
26,409 New
26,409 $2.67 Billion

Others Institutions Holding AGG

# of Institutions
1,970
Shares Held
1.06B
Call Options Held
115K
Put Options Held
548K
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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