ACT WEALTH MANAGEMENT, LLC AGG Holdings History
ACT WEALTH MANAGEMENT, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 83,527.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.29 Mil. This investment constitutes 3.5% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q2. And since then ACT WEALTH MANAGEMENT, LLC has made 4 purchases of AGG, at an average price of $97.45, for a total of 86,509.00 shares. In addition, there have been 1 sales at an average price of $97.76 for 2,982.00 shares. Based on historical transaction data and AGG's current price of $98.39, ACT WEALTH MANAGEMENT, LLC's estimated gain on his AGG holdings is $79,446.42, reflecting a 0.94% gain to date.
ACT WEALTH MANAGEMENT, LLC AGG ($98.39) Holding Chart
ACT WEALTH MANAGEMENT, LLC AGG ($98.39) 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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