ELEVATUS WELATH MANAGEMENT AGG Holdings History
ELEVATUS WELATH MANAGEMENT's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, ELEVATUS WELATH MANAGEMENT held 176,878.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $17.50 Mil. This investment constitutes 9.92% of their stock portfolio, and ELEVATUS WELATH MANAGEMENT now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then ELEVATUS WELATH MANAGEMENT has made 2 purchases of AGG, at an average price of $98.06, for a total of 176,878.00 shares. Based on historical transaction data and AGG's current price of $99.20, ELEVATUS WELATH MANAGEMENT's estimated gain on his AGG holdings is $202,180.14, reflecting a 1.17% gain to date.
ELEVATUS WELATH MANAGEMENT AGG ($99.20) Holding Chart
ELEVATUS WELATH MANAGEMENT AGG ($99.20) 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
