Legacy Capital Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 5,514 shares of AGG stock, worth $534,637. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,514
Previous 3,934 40.16%
Holding current value
$534,637
Previous $381,000 46.46%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 04, 2024
BUY
$96.25 - $101.98 $152,075 - $161,128
1,580 Added 40.16%
5,514 $558,000
Q2 2024

Aug 01, 2024
BUY
$95.11 - $97.92 $374,162 - $385,217
3,934 New
3,934 $381,000
Q4 2023

Feb 05, 2024
SELL
$91.67 - $99.66 $136,771 - $148,692
-1,492 Reduced 12.87%
10,098 $1 Million
Q3 2023

Oct 16, 2023
BUY
$93.85 - $98.43 $1.09 Million - $1.14 Million
11,590 New
11,590 $1.09 Million
Q1 2023

May 10, 2023
BUY
$96.32 - $100.79 $1.04 Million - $1.09 Million
10,801 New
10,801 $1.08 Million

Others Institutions Holding AGG

# of Institutions
1,969
Shares Held
1.07B
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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