Vestia Personal Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 2,372 shares of AGG stock, worth $229,230. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,372
Previous 2,212 7.23%
Holding current value
$229,230
Previous $215 Million 11.89%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 04, 2024
BUY
$96.25 - $101.98 $15,400 - $16,316
160 Added 7.23%
2,372 $240 Million
Q2 2024

Aug 09, 2024
BUY
$95.11 - $97.92 $210,383 - $216,599
2,212 New
2,212 $215 Million

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 Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email