EisnerAmper Wealth Management Corporate Benefits, LLC AGG Holdings History
EisnerAmper Wealth Management Corporate Benefits, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 468,671.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $46.52 Mil. This investment constitutes 17.28% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.05% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 6 purchases of AGG, at an average price of $95.57, for a total of 469,321.00 shares. In addition, there have been 3 sales at an average price of $98.24 for 650.00 shares. Based on historical transaction data and AGG's current price of $98.37, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his AGG holdings is $1.32 Mil, reflecting a 2.93% gain to date.
EisnerAmper Wealth Management Corporate Benefits, LLC AGG ($98.37) Holding Chart
EisnerAmper Wealth Management Corporate Benefits, LLC AGG ($98.37) 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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