Atlas Private Wealth Management, LLC AGG Holdings History
Atlas Private Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 47,397.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $4.64 Mil. This investment constitutes 1.95% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 12 purchases of AGG, at an average price of $106.18, for a total of 64,973.00 shares. In addition, there have been 5 sales at an average price of $105.83 for 17,576.00 shares. Based on historical transaction data and AGG's current price of $98.05, Atlas Private Wealth Management, LLC's estimated gain on his AGG holdings is $-391,619.06, reflecting a -5.68% gain to date.
Atlas Private Wealth Management, LLC AGG ($98.05) Holding Chart
Atlas Private Wealth Management, LLC 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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