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

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

A detailed history of Daner Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Daner Wealth Management, LLC holds 2,350 shares of AGG stock, worth $235,000. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,350
Previous 2,350 -0.0%
Holding current value
$235,000
Previous $233 Million 99.9%
% of portfolio
0.16%
Previous 0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$96.84 - $99.46 $227,574 - $233,730
2,350 New
2,350 $233 Million

Others Institutions Holding AGG

# of Institutions
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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 Daner Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email