Platte River Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Platte River Wealth Advisors, LLC

  • $378 Million
  • Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 7,445 shares of AGG stock, worth $744,500. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,445
Previous 8,220 9.43%
Holding current value
$744,500
Previous $797,000 5.52%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 07, 2024
SELL
$96.25 - $101.98 $74,593 - $79,034
-775 Reduced 9.43%
7,445 $753,000
Q2 2024

Jul 19, 2024
SELL
$95.11 - $97.92 $65,150 - $67,075
-685 Reduced 7.69%
8,220 $797,000
Q1 2024

Apr 23, 2024
SELL
$96.75 - $99.37 $57,953 - $59,522
-599 Reduced 6.3%
8,905 $872,000
Q4 2023

Jan 12, 2024
SELL
$91.67 - $99.66 $98,545 - $107,134
-1,075 Reduced 10.16%
9,504 $943,000
Q3 2023

Oct 11, 2023
BUY
$93.85 - $98.43 $8,352 - $8,760
89 Added 0.85%
10,579 $994,000
Q2 2023

Jul 07, 2023
BUY
$97.49 - $100.53 $1.02 Million - $1.05 Million
10,490 New
10,490 $1.03 Million

Others Institutions Holding AGG

# of Institutions
2,219
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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 Platte River Wealth Advisors, LLC Portfolio

Follow Platte River Wealth Advisors, 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 Platte River Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Platte River Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email