4WEALTH ADVISORS, INC. AGG Holdings History
4WEALTH ADVISORS, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 4,013.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $396,970.00. This investment constitutes 0.43% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.76 for 12,349.00 shares. Based on historical transaction data and AGG's current price of $98.41, 4WEALTH ADVISORS, INC.'s estimated gain on his AGG holdings is $-8,687.35, reflecting a -0.54% gain to date.
4WEALTH ADVISORS, INC. AGG ($98.41) Holding Chart
4WEALTH ADVISORS, INC. AGG ($98.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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