Alpha Financial Partners, LLC AGG Holdings History
Alpha Financial Partners, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Alpha Financial Partners, LLC held 161,633.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $15.99 Mil. This investment constitutes 12.83% of their stock portfolio, and Alpha Financial Partners, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q2. And since then Alpha Financial Partners, LLC has made 6 purchases of AGG, at an average price of $97.57, for a total of 307,359.00 shares. In addition, there have been 2 sales at an average price of $99.69 for 145,726.00 shares. Based on historical transaction data and AGG's current price of $98.47, Alpha Financial Partners, LLC's estimated gain on his AGG holdings is $454,954.40, reflecting a 1.52% gain to date.
Alpha Financial Partners, LLC AGG ($98.47) Holding Chart
Alpha Financial Partners, LLC AGG ($98.47) 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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