Omega Financial Group, LLC AGG Holdings History
Omega Financial Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 168,444.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.66 Mil. This investment constitutes 6.4% of their stock portfolio, and Omega Financial Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Omega Financial Group, LLC has made 22 purchases of AGG, at an average price of $104.83, for a total of 200,420.00 shares. In addition, there have been 3 sales at an average price of $99.59 for 31,976.00 shares. Based on historical transaction data and AGG's current price of $98.08, Omega Financial Group, LLC's estimated gain on his AGG holdings is $-1.30 Mil, reflecting a -6.21% gain to date.
Omega Financial Group, LLC AGG ($98.08) Holding Chart
Omega Financial Group, LLC AGG ($98.08) 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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