MGO Private Wealth, LLC AGG Holdings History
MGO Private Wealth, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, MGO Private Wealth, LLC held 105,791.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $10.46 Mil. This investment constitutes 7.38% of their stock portfolio, and MGO Private Wealth, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q3. And since then MGO Private Wealth, LLC has made 1 purchases of AGG, at an average price of $98.31, for a total of 166,658.00 shares. In addition, there have been 9 sales at an average price of $96.89 for 60,867.00 shares. Based on historical transaction data and AGG's current price of $98.11, MGO Private Wealth, LLC's estimated gain on his AGG holdings is $-107,024.71, reflecting a -0.65% gain to date.
MGO Private Wealth, LLC AGG ($98.11) Holding Chart
MGO Private Wealth, LLC AGG ($98.11) 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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