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Howe & Rusling Inc. Decreases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Howe & Rusling Inc. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,520 shares of the company’s stock after selling 421 shares during the period. Howe […]
Securities Exchange Commission Howe Rusling Inc Kozak Associates Inc Company Profile Arlington Trust Co Annis Gardner Whiting Capital Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Reduced by Howe & Rusling Inc.

Howe & Rusling Inc. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 4,520 shares of the company’s stock after selling 421 shares during the quarter. Howe & Rusling Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Holdings Channel Alpha Financial Advisors Howe Rusling Inc Andina Capital Management Global Wealth Management Investment Advisory Inc Partners Asset Management
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by FFT Wealth Management LLC

FFT Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1,319.7% during the 4th quarter, Holdings Channel reports. The firm owned 618,869 shares of the company’s stock after buying an additional 575,278 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up […]
Fft Wealth Management Cetera Trust Company Kozak Associates Inc Annis Gardner Whiting Capital Advisors Holdings Channel Arlington Trust Co

Prosperity Planning Inc. Has $2.58 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Prosperity Planning Inc. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 41.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,963 shares of the company’s stock after purchasing an additional 7,648 shares during […]
Prosperity Planning Inc Exchange Commission Mosaic Advisors Planning Corp Truist Financial Corp Fintrust Capital Advisors

Fortitude Advisory Group L.L.C. Has $718,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fortitude Advisory Group L.L.C. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 7,238 shares of the company’s stock after acquiring an additional 570 shares during the quarter. Fortitude Advisory Group L.L.C.’s holdings in iShares Core […]
Holdings Channel Fortitude Advisory Group Charles Schwab Investment Management Inc United Services Automobile Association Raymond James Associates Envestnet Portfolio Solutions Inc

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Naviter Wealth LLC Sells 462 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Naviter Wealth LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,983 shares of the company’s stock after selling 462 shares during the […]
Cetera Trust Company Keener Financial Planning Kozak Associates Inc Arlington Trust Co Securities Exchange Commission Naviter Wealth

Mission Wealth Management LP Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mission Wealth Management LP raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 69.1% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 27,516 shares of the company’s stock after acquiring an additional 11,240 shares during the quarter. Mission […]
Islay Capital Management Kestra Private Wealth Services Mission Wealth Management Company Profile Securities Exchange Commission Penobscot Investment Management Company Inc
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by LGL Partners LLC

LGL Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 758.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 642,640 shares of the company’s stock after purchasing an additional 567,765 shares during the quarter. iShares Core […]
Colton Groome Financial Advisors Lgl Partners Accurate Wealth Management Exchange Commission Litman Gregory Wealth Management Free Report
Source: wkrb13.com

Epic Trust Investment Advisors LLC Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Epic Trust Investment Advisors LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 35.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,033 shares of the company’s stock after selling 2,245 shares […]
Cetera Trust Company Keener Financial Planning Epic Trust Investment Advisors Arlington Trust Co Exchange Commission Kozak Associates Inc
Source: wkrb13.com

Epic Trust Investment Advisors LLC Sells 2,245 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Epic Trust Investment Advisors LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 35.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,033 shares of the company’s stock after selling 2,245 shares during […]
Arlington Trust Co Annis Gardner Whiting Capital Advisors Kozak Associates Inc Exchange Commission Epic Trust Investment Advisors Cetera Trust Company

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