GRIES FINANCIAL LLC AGG Holdings History
GRIES FINANCIAL LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, GRIES FINANCIAL LLC held 14,995.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.49 Mil. This investment constitutes 0.27% of their stock portfolio, and GRIES FINANCIAL LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q3. And since then GRIES FINANCIAL LLC has made 9 purchases of AGG, at an average price of $100.52, for a total of 101,808.00 shares. In addition, there have been 7 sales at an average price of $98.40 for 86,813.00 shares. Based on historical transaction data and AGG's current price of $97.89, GRIES FINANCIAL LLC's estimated gain on his AGG holdings is $-223,293.46, reflecting a -2.18% gain to date.
GRIES FINANCIAL LLC AGG ($97.89) Holding Chart
GRIES FINANCIAL LLC AGG ($97.89) 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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