JANICZEK WEALTH MANAGEMENT, LLC AGG Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 365,310.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $35.46 Mil. This investment constitutes 7.43% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 12 purchases of AGG, at an average price of $102.51, for a total of 580,822.00 shares. In addition, there have been 13 sales at an average price of $111.28 for 215,512.00 shares. Based on historical transaction data and AGG's current price of $98.29, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his AGG holdings is $346,889.01, reflecting a 0.58% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC AGG ($98.29) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC AGG ($98.29) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
