MPS Loria Financial Planners, LLC AGG Holdings History
MPS Loria Financial Planners, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held 35,267.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.49 Mil. This investment constitutes 1.03% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then MPS Loria Financial Planners, LLC has made 15 purchases of AGG, at an average price of $101.89, for a total of 256,260.00 shares. In addition, there have been 13 sales at an average price of $98.79 for 220,993.00 shares. Based on historical transaction data and AGG's current price of $98.35, MPS Loria Financial Planners, LLC's estimated gain on his AGG holdings is $-809,506.44, reflecting a -3.10% gain to date.
MPS Loria Financial Planners, LLC AGG ($98.35) Holding Chart
MPS Loria Financial Planners, LLC AGG ($98.35) 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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