Ledge Wealth Management, Inc. AGG Holdings History
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 $98.27, Ledge Wealth Management, Inc.'s estimated gain on his AGG holdings is $442,955.89, reflecting a 1.74% gain to date.
Ledge Wealth Management, Inc. AGG ($98.27) Holding Chart
Ledge Wealth Management, Inc. AGG ($98.27) 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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