Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024

A detailed history of Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Family Wealth Partners, LLC holds 36,420 shares of AGG stock, worth $3.53 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
36,420
Previous 40,477 10.02%
Holding current value
$3.53 Million
Previous $3.93 Billion 6.13%
% of portfolio
1.89%
Previous 2.04%

Shares

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

Oct 09, 2024
SELL
$96.25 - $101.98 $390,486 - $413,732
-4,057 Reduced 10.02%
36,420 $3.69 Billion
Q2 2024

Jul 10, 2024
BUY
$95.11 - $97.92 $127,447 - $131,212
1,340 Added 3.42%
40,477 $3.93 Billion
Q1 2024

Apr 16, 2024
SELL
$96.75 - $99.37 $961,114 - $987,141
-9,934 Reduced 20.24%
39,137 $3.83 Billion
Q4 2023

Mar 20, 2024
BUY
$91.67 - $99.66 $4.5 Million - $4.89 Million
49,071 New
49,071 $4.87 Billion

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 Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, 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 Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email