PKS Advisory Services, LLC AGG Holdings History
PKS Advisory Services, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, PKS Advisory Services, LLC held 51,704.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.11 Mil. This investment constitutes 1.4% of their stock portfolio, and PKS Advisory Services, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then PKS Advisory Services, LLC has made 1 purchases of AGG, at an average price of $98.39, for a total of 51,704.00 shares. Based on historical transaction data and AGG's current price of $97.75, PKS Advisory Services, LLC's estimated gain on his AGG holdings is $-32,848.37, reflecting a -0.65% gain to date.
PKS Advisory Services, LLC AGG ($97.75) Holding Chart
PKS Advisory Services, LLC AGG ($97.75) 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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