Prevail Innovative Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 13,107 shares of AGG stock, worth $1.27 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
13,107
Previous 11,886 10.27%
Holding current value
$1.27 Million
Previous $1.15 Billion 15.04%
% of portfolio
0.4%
Previous 0.41%

Shares

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

Nov 13, 2024
BUY
$96.25 - $101.98 $117,521 - $124,517
1,221 Added 10.27%
13,107 $1.33 Billion
Q2 2024

Aug 08, 2024
BUY
$95.11 - $97.92 $79,987 - $82,350
841 Added 7.61%
11,886 $1.15 Billion
Q1 2024

May 09, 2024
BUY
$96.75 - $99.37 $1.07 Million - $1.1 Million
11,045 New
11,045 $1.08 Billion

Others Institutions Holding AGG

# of Institutions
1,970
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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