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Ledge Wealth Management Inc. Has $15.41 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ledge Wealth Management Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 9.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 154,676 shares of the company’s stock after purchasing an additional 13,403 shares […]
Lombard Odier Scm Ledge Wealth Management Inc Exchange Commission Vitalstone Financial Company Profile Financial Strategies Group
Source: wkrb13.com

Five Oceans Advisors Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Five Oceans Advisors increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,904 shares of the company’s stock after purchasing an additional 152 shares during the quarter. […]
Centennial Wealth Advisory Green Square Capital Advisors Donaldson Capital Management Family Investment Center Inc Householder Group Estate Retirement Specialist Securities Exchange Commission

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Smith & Howard Wealth Management LLC's 2nd Largest Position

Smith & Howard Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 18.9% in the first quarter, Holdings Channel reports. The institutional investor owned 297,075 shares of the company’s stock after acquiring an additional 47,269 shares during the period. iShares Core U.S. Aggregate Bond […]
United States Holdings Channel Baltimore Washington Financial Advisors Inc Empirical Financial Services Laurel Wealth Advisors Inc Michigan Advisors

Smith & Howard Wealth Management LLC Has $29.60 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Smith & Howard Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 18.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 297,075 shares of the company’s stock after purchasing an additional 47,269 shares […]
Perigon Wealth Management Smith Howard Wealth Management Tempus Wealth Planning Securities Exchange Commission Mosaic Advisors Pathstone Family Office
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Lowered by Pinnacle Bancorp Inc.

Pinnacle Bancorp Inc. lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 11.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 8,938 shares of the company’s stock after selling 1,114 shares during the period. Pinnacle Bancorp Inc.’s holdings in […]
Lombard Odier Scm Financial Strategies Group Millennium Group Pinnacle Bancorp Inc Roble Belko Company Inc Vitalstone Financial

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Green Square Capital Advisors LLC

Green Square Capital Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.7% in the first quarter, Holdings Channel reports. The firm owned 72,731 shares of the company’s stock after buying an additional 1,249 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises […]
United States Blackrock Inc Moneta Group Investment Advisors Envestnet Asset Management Inc Holdings Channel Green Square Capital Advisors

Green Square Capital Advisors LLC Acquires 1,249 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Green Square Capital Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 72,731 shares of the company’s stock after buying an additional 1,249 shares during the […]
United States Daymark Wealth Partners Green Square Capital Advisors Company Profile Psagot Value Holdings Ltd Exchange Commission
Source: wkrb13.com

Centennial Wealth Advisory LLC Acquires 362 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Centennial Wealth Advisory LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 9.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,212 shares of the company’s stock after buying an […]
Lombard Odier Scm Securities Exchange Commission Centennial Wealth Advisory Vitalstone Financial Millennium Group Financial Strategies Group
Source: wkrb13.com

MorganRosel Wealth Management LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

MorganRosel Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 18.3% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 26,005 shares of the company’s stock after buying an additional 4,022 shares during the period. iShares […]
Lombard Odier Scm Roble Belko Company Inc Vitalstone Financial Financial Strategies Group Securities Exchange Commission Ruedi Wealth Management Inc

Naviter Wealth LLC Has $705,000 Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Naviter Wealth LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 94.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,071 shares of the company’s stock after selling 120,605 shares during the period. Naviter […]
Lombard Odier Scm Naviter Wealth Millennium Group Exchange Commission Financial Strategies Group Vitalstone Financial

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