Wealth Enhancement & Preservation Of Ga, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 36,593 shares of AGG stock, worth $3.58 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
36,593
Previous 35,881 1.98%
Holding current value
$3.58 Million
Previous $3.58 Million 0.25%
% of portfolio
3.46%
Previous 4.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023
BUY
$97.49 - $100.53 $69,412 - $71,577
712 Added 1.98%
36,593 $3.58 Million
Q1 2023

Apr 11, 2023
BUY
$96.32 - $100.79 $3.24 Million - $3.39 Million
33,629 Added 1493.29%
35,881 $3.58 Million
Q4 2022

Feb 09, 2023
SELL
$93.63 - $99.69 $39,699 - $42,268
-424 Reduced 15.84%
2,252 $218,000
Q3 2022

Oct 19, 2022
BUY
$95.54 - $104.23 $255,665 - $278,919
2,676 New
2,676 $258,000
Q2 2021

Jul 22, 2021
SELL
$113.78 - $115.33 $2.78 Million - $2.82 Million
-24,409 Closed
0 $0
Q1 2021

Apr 21, 2021
BUY
$113.42 - $118.04 $37,995 - $39,543
335 Added 1.39%
24,409 $2.79 Million
Q4 2020

Feb 02, 2021
SELL
$117.06 - $118.42 $1.86 Million - $1.88 Million
-15,909 Reduced 39.79%
24,074 $2.85 Million
Q3 2020

Oct 13, 2020
BUY
$117.95 - $119.63 $1.93 Million - $1.96 Million
16,386 Added 69.44%
39,983 $4.72 Million
Q2 2020

Sep 08, 2020
BUY
$114.73 - $118.21 $2.71 Million - $2.79 Million
23,597 New
23,597 $2.78 Million

Others Institutions Holding AGG

# of Institutions
2,022
Shares Held
1.15B
Call Options Held
115K
Put Options Held
552K
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 Wealth Enhancement & Preservation Of Ga, LLC Portfolio

Follow Wealth Enhancement & Preservation Of Ga, 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 Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email