Prentice Wealth Management LLC AGG Holdings History
Prentice Wealth Management LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 377,678.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $37.36 Mil. This investment constitutes 10.79% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then Prentice Wealth Management LLC has made 9 purchases of AGG, at an average price of $97.06, for a total of 447,557.00 shares. In addition, there have been 1 sales at an average price of $97.76 for 69,879.00 shares. Based on historical transaction data and AGG's current price of $98.29, Prentice Wealth Management LLC's estimated gain on his AGG holdings is $513,080.82, reflecting a 1.18% gain to date.
Prentice Wealth Management LLC AGG ($98.29) Holding Chart
Prentice Wealth Management LLC AGG ($98.29) 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
