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Legacy Capital Wealth Partners LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Legacy Capital Wealth Partners LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,098 shares of the company’s stock after selling 1,492 shares during the […]
Annis Gardner Whiting Capital Advisors Arlington Trust Co Cetera Trust Company Kozak Associates Inc Legacy Capital Wealth Partners Free Report

Marquette Asset Management LLC Invests $37.38 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Marquette Asset Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 376,599 shares of the company’s stock, valued at approximately $37,377,000. iShares Core U.S. […]
Company Profile Envestnet Portfolio Solutions Inc United Services Automobile Association Raymond James Associates Marquette Asset Management National Association

376,599 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Purchased by Marquette Asset Management LLC

Marquette Asset Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 376,599 shares of the company’s stock, valued at approximately $37,377,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 6.9% of Marquette Asset Management LLC’s portfolio, making […]
Marquette Asset Management Keener Financial Planning Cetera Trust Company Arlington Trust Co Kozak Associates Inc Free Report

Citizens Financial Group Inc. RI Raises Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Citizens Financial Group Inc. RI lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 114,587 shares of the company’s stock after buying an additional 2,428 shares […]
Oconnor Financial Group Wealth Management Citizens Financial Group Inc Carmichael Hill Associates Inc Securities Exchange Commission Long Run Wealth Advisors
Source: wkrb13.com

Marquette Asset Management LLC Invests $37.38 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Marquette Asset Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 376,599 shares of the company’s stock, valued at approximately $37,377,000. iShares Core U.S. […]
Exchange Commission National Association Envestnet Portfolio Solutions Inc Company Profile Charles Schwab Investment Management Inc Marquette Asset Management
Source: wkrb13.com

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KFA Private Wealth Group LLC Trims Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

KFA Private Wealth Group LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 22,526 shares of the company’s stock after selling 395 shares during the […]
Financial Group Ltd Wealth Group Fintrust Capital Advisors W Cole Advisors Inc Mosaic Advisors Securities Exchange Commission

Boyd Watterson Asset Management LLC OH Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Boyd Watterson Asset Management LLC OH trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 31.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 8,370 shares of the company’s stock after selling 3,772 shares during the period. Boyd Watterson […]
Cetera Trust Company Company Profile Keener Financial Planning Boyd Watterson Asset Management Kozak Associates Inc Arlington Trust Co
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 68.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,914 shares of the company’s stock after selling 4,250 shares during […]
Capital Investment Advisors Capital Advisors Ltd Company Profile Securities Exchange Commission Wealth Management Newbridge Financial Services Group Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Abbrea Capital LLC

Abbrea Capital LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,163 shares of the company’s stock after selling 875 shares during the quarter. Abbrea Capital […]
Arlington Trust Co Cetera Trust Company Abbrea Capital Kozak Associates Inc Keener Financial Planning Exchange Commission

PDS Planning Inc Grows Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

PDS Planning Inc increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 499,189 shares of the company’s stock after purchasing an additional 12,979 shares during the […]
Planning Inc Capital Investment Advisory Services Telemus Capital Sage Mountain Advisors Legacy Financial Strategies Pds Planning Inc
Source: wkrb13.com

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