Twin Peaks Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Twin Peaks Wealth Advisors, LLC

$180 Billion
Q1 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,760 shares of AGG stock, worth $1.14 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

11,760

Previous 7,439 58.09%

Holding current value

$1.14 Million

Previous $738 Million 56.0%

% of portfolio

0.64%

Previous 0.47%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $418,056 - $429,377	4,321 Added 58.09%	11,760 $1.15 Billion
Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $681,933 - $741,370	7,439 New	7,439 $738 Million

Others Institutions Holding AGG

# of Institutions

1,870

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Twin Peaks Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History