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Summit Financial Strategies Inc. Has $768,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Summit Financial Strategies Inc. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.6% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 7,843 shares of the company’s stock after selling 209 shares during the quarter. Summit Financial Strategies Inc.’s holdings […]
New York United States Steph Co Wealth Strategies Group First Manhattan Co Summit Financial Strategies Inc

Graypoint LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Graypoint LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 146.6% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,213 shares of the company’s stock after purchasing an additional 13,207 shares during the period. Graypoint […]
Jones Financial Companies Lllp Morgan Stanley Securities Exchange Commission Envestnet Asset Management Inc Raymond James Associates Moneta Group Investment Advisors
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Measured Wealth Private Client Group LLC's 8th Largest Position

Measured Wealth Private Client Group LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 66,767 shares of the company’s stock after selling […]
Pathstone Family Office Key Financial Inc Wealth Private Client Group Gries Financial Exchange Commission Benin Management

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Jessup Wealth Management Inc Lowers Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Jessup Wealth Management Inc reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 34.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,513 shares of the company’s stock after selling 2,924 shares during the period. […]
New York United States Ruedi Wealth Management Inc Jessup Wealth Management Inc Wealth Strategies Group Steph Co

Well Done LLC Sells 406 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Well Done LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,408 shares of the company’s stock after selling 406 shares during the quarter. […]
Enterprise Bank Trust Co Sowa Financial Group Inc Exchange Commission Ridgewood Investments Well Done Free Report

Veracity Capital LLC Acquires 937 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Veracity Capital LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,769 shares of the company’s stock after acquiring an additional 937 shares during the […]
New York United States Lombard Odier Scm Company Profile Exchange Commission Wealth Strategies Group

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