Integer Wealth Advisors Group LLC AGG Holdings History
Integer Wealth Advisors Group LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2021-03-31, Integer Wealth Advisors Group LLC held 114,855.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.11 Mil. This investment constitutes 7.22% of their stock portfolio, and Integer Wealth Advisors Group LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q2. And since then Integer Wealth Advisors Group LLC has made 4 purchases of AGG, at an average price of $116.52, for a total of 114,855.00 shares. Based on historical transaction data and AGG's current price of $98.11, Integer Wealth Advisors Group LLC's estimated gain on his AGG holdings is $-2.11 Mil, reflecting a -15.80% gain to date.
Integer Wealth Advisors Group LLC AGG ($98.11) Holding Chart
Integer Wealth Advisors Group 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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