FOUNDERS FINANCIAL SECURITIES LLC AGG Holdings History
FOUNDERS FINANCIAL SECURITIES LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 272,480.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $26.94 Mil. This investment constitutes 2.28% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2013Q4. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 27 purchases of AGG, at an average price of $104.69, for a total of 531,726.00 shares. In addition, there have been 10 sales at an average price of $108.49 for 259,246.00 shares. Based on historical transaction data and AGG's current price of $98.11, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his AGG holdings is $-810,392.39, reflecting a -1.46% gain to date.
FOUNDERS FINANCIAL SECURITIES LLC AGG ($98.11) Holding Chart
FOUNDERS FINANCIAL SECURITIES LLC AGG ($98.11) 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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