Geller Advisors LLC AGG Holdings History
Geller Advisors LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-12-31, Geller Advisors LLC held 321,417.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $31.15 Mil. This investment constitutes 2.05% of their stock portfolio, and Geller Advisors LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q3. And since then Geller Advisors LLC has made 6 purchases of AGG, at an average price of $96.64, for a total of 321,417.00 shares. Based on historical transaction data and AGG's current price of $98.37, Geller Advisors LLC's estimated gain on his AGG holdings is $554,482.33, reflecting a 1.79% gain to date.
Geller Advisors LLC AGG ($98.37) Holding Chart
Geller Advisors 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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