LWMG, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-09-30, LWMG, LLC held 229,644.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $23.26 Mil. This investment constitutes 4.42% of their stock portfolio, and LWMG, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then LWMG, LLC has made 7 purchases of AGG, at an average price of $98.33, for a total of 229,644.00 shares. Based on historical transaction data and AGG's current price of $98.34, LWMG, LLC's estimated gain on his AGG holdings is $2,570.85, reflecting a 0.01% gain to date.
LWMG, LLC AGG ($98.34) Holding Chart
LWMG, LLC AGG ($98.34) 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
