Lakeridge Wealth Management LLC Ishares Core U.S. Aggregate Bo Transaction History

Lakeridge Wealth Management LLC

  • $194 Billion
  • Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,623 shares of AGG stock, worth $356,068. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,623
Previous 3,320 9.13%
Holding current value
$356,068
Previous $336 Million 4.42%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$96.64 - $101.23 $29,281 - $30,672
303 Added 9.13%
3,623 $351 Million
Q2 2024

Aug 01, 2024
BUY
$95.11 - $97.92 $315,765 - $325,094
3,320 New
3,320 $322 Million

Others Institutions Holding AGG

# of Institutions
2,122
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
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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