FORM Wealth Advisors, LLC AGG Holdings History
Number of Shares
929,705.00
Current Holdings Value*
$91.97 Mil
% of Portfolio
12.49%
Total Estimate Gain
$-9,297.05
% of Total Estimate Gain
-0.01%
FORM Wealth Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, FORM Wealth Advisors, LLC held 929,705.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $91.97 Mil. This investment constitutes 12.49% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.07% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AGG's current price of $97.75, FORM Wealth Advisors, LLC's estimated gain on his AGG holdings is $-9,297.05, reflecting a -0.01% gain to date.
FORM Wealth Advisors, LLC AGG ($97.75) Holding Chart
FORM Wealth Advisors, LLC AGG ($97.75) 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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