Number of Shares
263,211.00
Current Holdings Value*
$26.12 Mil
% of Portfolio
10.16%
Total Estimate Gain
$466,644.89
% of Total Estimate Gain
1.84%

Ledge Wealth Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2023-12-31, Ledge Wealth Management, Inc. held 263,211.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $26.12 Mil. This investment constitutes 10.16% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2022Q3. And since then Ledge Wealth Management, Inc. has made 6 purchases of AGG, at an average price of $96.58, for a total of 263,211.00 shares. Based on historical transaction data and AGG's current price of $98.36, Ledge Wealth Management, Inc.'s estimated gain on his AGG holdings is $466,644.89, reflecting a 1.84% gain to date.

Ledge Wealth Management, Inc. AGG ($98.36) Holding Chart

Ledge Wealth Management, Inc. AGG ($98.36) 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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