Center For Financial Planning, Inc. AGG Holdings History
Center for Financial Planning, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Center for Financial Planning, Inc. held 954,079.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $94.38 Mil. This investment constitutes 12.1% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.08% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 12 purchases of AGG, at an average price of $104.34, for a total of 1.75 Mil shares. In addition, there have been 9 sales at an average price of $115.14 for 798,292.00 shares. Based on historical transaction data and AGG's current price of $98.35, Center for Financial Planning, Inc.'s estimated gain on his AGG holdings is $2.92 Mil, reflecting a 1.59% gain to date.
Center for Financial Planning, Inc. AGG ($98.35) Holding Chart
Center for Financial Planning, 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 % | |||
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