Principia Wealth Advisory, LLC Ishares Core U.S. Aggregate Bo Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 173 shares of AGG stock, worth $17,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
173
Holding current value
$17,300
% of portfolio
0.01%

Shares

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

Aug 14, 2025
BUY
$96.84 - $99.46 $16,753 - $17,206
173 New
173 $17.2 Million
Q1 2025

Apr 11, 2025
SELL
$95.85 - $99.25 $958 - $992
-10 Closed
0 $0
Q4 2024

Apr 11, 2025
BUY
$96.64 - $101.23 $966 - $1,012
10 New
10 $969,000

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
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