Wealth Trust Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Trust Asset Management, LLC

  • $132 Million
  • Q3 2024

A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 59,269 shares of AGG stock, worth $5.73 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares
59,269
Previous 63,651 6.88%
Holding current value
$5.73 Million
Previous $6.18 Million 2.85%
% of portfolio
4.53%
Previous 4.58%

Shares

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

Nov 12, 2024
SELL
$96.25 - $101.98 $421,767 - $446,876
-4,382 Reduced 6.88%
59,269 $6 Million
Q2 2024

Aug 12, 2024
BUY
$95.11 - $97.92 $6.05 Million - $6.23 Million
63,651 New
63,651 $6.18 Million

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
Track This Portfolio

Track Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset Management, 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 Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email