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

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 2024

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 5,316 shares of AGG stock, worth $518,097. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,316
Previous 4,875 9.05%
Holding current value
$518,097
Previous $494 Million 4.33%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Jan 17, 2025
BUY
$96.64 - $101.23 $42,618 - $44,642
441 Added 9.05%
5,316 $515 Million
Q3 2024

Oct 16, 2024
BUY
$96.25 - $101.98 $19,346 - $20,497
201 Added 4.3%
4,875 $494 Million
Q2 2024

Jul 15, 2024
BUY
$95.11 - $97.92 $22,636 - $23,304
238 Added 5.37%
4,674 $454 Million
Q1 2024

Apr 23, 2024
BUY
$96.75 - $99.37 $429,183 - $440,805
4,436 New
4,436 $434 Million

Others Institutions Holding AGG

# of Institutions
1,997
Shares Held
1.07B
Call Options Held
115K
Put Options Held
552K
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 Melfa Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email