Prosperity Consulting Group, LLC AGG Holdings History
Prosperity Consulting Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Prosperity Consulting Group, LLC held 397,767.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $39.35 Mil. This investment constitutes 3.04% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q3. And since then Prosperity Consulting Group, LLC has made 4 purchases of AGG, at an average price of $97.74, for a total of 593,850.00 shares. In addition, there have been 3 sales at an average price of $97.14 for 196,083.00 shares. Based on historical transaction data and AGG's current price of $98.11, Prosperity Consulting Group, LLC's estimated gain on his AGG holdings is $31,242.65, reflecting a 0.05% gain to date.
Prosperity Consulting Group, LLC AGG ($98.11) Holding Chart
Prosperity Consulting Group, LLC AGG ($98.11) 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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