High Net Worth Advisory Group LLC AGG Holdings History
High Net Worth Advisory Group LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, High Net Worth Advisory Group LLC held 140,228.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.87 Mil. This investment constitutes 3.91% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 12 purchases of AGG, at an average price of $106.91, for a total of 141,908.00 shares. In addition, there have been 2 sales at an average price of $98.73 for 1,680.00 shares. Based on historical transaction data and AGG's current price of $98.47, High Net Worth Advisory Group LLC's estimated gain on his AGG holdings is $-1.20 Mil, reflecting a -7.90% gain to date.
High Net Worth Advisory Group LLC AGG ($98.47) Holding Chart
High Net Worth Advisory Group LLC AGG ($98.47) 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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