LEVEL FOUR ADVISORY SERVICES, LLC AGG Holdings History
LEVEL FOUR ADVISORY SERVICES, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, LEVEL FOUR ADVISORY SERVICES, LLC held 228,331.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $22.59 Mil. This investment constitutes 0.93% of their stock portfolio, and LEVEL FOUR ADVISORY SERVICES, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then LEVEL FOUR ADVISORY SERVICES, LLC has made 14 purchases of AGG, at an average price of $101.57, for a total of 358,212.00 shares. In addition, there have been 13 sales at an average price of $108.62 for 129,881.00 shares. Based on historical transaction data and AGG's current price of $98.05, LEVEL FOUR ADVISORY SERVICES, LLC's estimated gain on his AGG holdings is $111,519.02, reflecting a 0.31% gain to date.
LEVEL FOUR ADVISORY SERVICES, LLC AGG ($98.05) Holding Chart
LEVEL FOUR ADVISORY SERVICES, LLC AGG ($98.05) 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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