Kades & Cheifetz LLC AGG Holdings History

Number of Shares
52,214.00
Current Holdings Value*
$5.06 Mil
% of Portfolio
2.59%
Total Estimate Gain
$-17,752.76
% of Total Estimate Gain
-0.35%

Kades & Cheifetz LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2024-12-31, Kades & Cheifetz LLC held 52,214.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.06 Mil. This investment constitutes 2.59% of their stock portfolio, and Kades & Cheifetz LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2024Q4. And since then Kades & Cheifetz LLC has made 1 purchases of AGG, at an average price of $98.45, for a total of 52,214.00 shares. Based on historical transaction data and AGG's current price of $98.11, Kades & Cheifetz LLC's estimated gain on his AGG holdings is $-17,752.76, reflecting a -0.35% gain to date.

Kades & Cheifetz LLC AGG ($98.11) Holding Chart

Kades & Cheifetz 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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