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

Summit Wealth Group, LLC

$347 Million
Q3 2024

A detailed history of Summit Wealth Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Summit Wealth Group, LLC holds 102,855 shares of AGG stock, worth $10 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

102,855

Previous 111,326 7.61%

Holding current value

$10 Million

Previous $10.8 Million 3.61%

% of portfolio

3.0%

Previous 3.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$96.25 - $101.98 $815,333 - $863,872	-8,471 Reduced 7.61%	102,855 $10.4 Million
Q2 2024 Jul 31, 2024	BUY	$95.11 - $97.92 $10.6 Million - $10.9 Million	111,326 New	111,326 $10.8 Million
Q1 2023 May 10, 2023	BUY	$96.32 - $100.79 $20.5 Million - $21.4 Million	212,384 New	212,384 $2,000
Q1 2021 May 11, 2021	SELL	$113.42 - $118.04 $2.73 Million - $2.84 Million	-24,091 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$117.06 - $118.42 $2.82 Million - $2.85 Million	24,091 New	24,091 $2.85 Million

Others Institutions Holding AGG

# of Institutions

1,929

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.

Account

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