Alliance Wealth Management Group AGG Holdings History
Alliance Wealth Management Group's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Alliance Wealth Management Group held 114,555.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $11.33 Mil. This investment constitutes 3.05% of their stock portfolio, and Alliance Wealth Management Group now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Alliance Wealth Management Group has made 22 purchases of AGG, at an average price of $101.99, for a total of 116,703.00 shares. In addition, there have been 3 sales at an average price of $113.01 for 2,148.00 shares. Based on historical transaction data and AGG's current price of $98.05, Alliance Wealth Management Group's estimated gain on his AGG holdings is $-428,103.37, reflecting a -3.60% gain to date.
Alliance Wealth Management Group AGG ($98.05) Holding Chart
Alliance Wealth Management Group AGG ($98.05) 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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