Long Run Wealth Advisors, LLC AGG Holdings History
Long Run Wealth Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 87,920.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.70 Mil. This investment constitutes 1.97% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then Long Run Wealth Advisors, LLC has made 11 purchases of AGG, at an average price of $102.69, for a total of 92,710.00 shares. In addition, there have been 3 sales at an average price of $102.85 for 4,790.00 shares. Based on historical transaction data and AGG's current price of $98.43, Long Run Wealth Advisors, LLC's estimated gain on his AGG holdings is $-373,913.10, reflecting a -3.93% gain to date.
Long Run Wealth Advisors, LLC AGG ($98.43) Holding Chart
Long Run Wealth Advisors, LLC AGG ($98.43) 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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