Summit Wealth Group LLC / CO Ishares Core U.S. Aggregate Bo Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 9,104 shares of AGG stock, worth $916,499. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,104
Holding current value
$916,499
% of portfolio
0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$96.84 - $99.46 $881,631 - $905,483
9,104 New
9,104 $903 Million

Others Institutions Holding AGG

# of Institutions
2,194
Shares Held
1.29B
Call Options Held
213K
Put Options Held
130K
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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