AVANTAX ADVISORY SERVICES, INC. AGG Holdings History
AVANTAX ADVISORY SERVICES, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 9.23 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $913.35 Mil. This investment constitutes 5.54% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.73% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 22 purchases of AGG, at an average price of $103.60, for a total of 11.02 Mil shares. In addition, there have been 3 sales at an average price of $111.80 for 1.79 Mil shares. Based on historical transaction data and AGG's current price of $98.35, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his AGG holdings is $-33.82 Mil, reflecting a -2.96% gain to date.
AVANTAX ADVISORY SERVICES, INC. AGG ($98.35) Holding Chart
AVANTAX ADVISORY SERVICES, INC. AGG ($98.35) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
