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

Act Wealth Management, LLC

  • $214 Million
  • Q4 2024

A detailed history of Act Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Act Wealth Management, LLC holds 85,605 shares of AGG stock, worth $8.36 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares
85,605
Previous 84,839 0.9%
Holding current value
$8.36 Million
Previous $8.59 Million 3.45%
% of portfolio
3.88%
Previous 3.82%

Shares

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

Jan 16, 2025
BUY
$96.64 - $101.23 $74,026 - $77,542
766 Added 0.9%
85,605 $8.3 Million
Q3 2024

Oct 08, 2024
BUY
$96.25 - $101.98 $2.27 Million - $2.4 Million
23,577 Added 38.49%
84,839 $8.59 Million
Q2 2024

Jul 11, 2024
BUY
$95.11 - $97.92 $5.83 Million - $6 Million
61,262 New
61,262 $5.95 Million

Others Institutions Holding AGG

# of Institutions
2,108
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
Track This Portfolio

Track Act Wealth Management, LLC Portfolio

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

News

Stay updated on Act Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email