Measured Wealth Private Client Group, LLC AGZ Holdings History
Measured Wealth Private Client Group, LLC's iShares Agency Bond ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 10,019.00 shares of iShares Agency Bond ETF(AGZ), totaling $1.10 Mil. This investment constitutes 0.35% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.18% of the outstanding iShares Agency Bond ETF(AGZ) stock.
The initial trade took place in 2019Q1. And since then Measured Wealth Private Client Group, LLC has made 11 purchases of AGZ, at an average price of $115.03, for a total of 91,089.00 shares. In addition, there have been 8 sales at an average price of $110.86 for 81,070.00 shares. Based on historical transaction data and AGZ's current price of $108.94, Measured Wealth Private Client Group, LLC's estimated gain on his AGZ holdings is $-399,372.45, reflecting a -3.81% gain to date.
Measured Wealth Private Client Group, LLC AGZ ($108.94) Holding Chart
Measured Wealth Private Client Group, LLC AGZ ($108.94) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
