Spotlight Asset Group, Inc. AGG Holdings History
Spotlight Asset Group, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-06-30, Spotlight Asset Group, Inc. held 56,050.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.44 Mil. This investment constitutes 3.98% of their stock portfolio, and Spotlight Asset Group, Inc. now holds -% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then Spotlight Asset Group, Inc. has made 3 purchases of AGG, at an average price of $113.20, for a total of 328,798.00 shares. In addition, there have been 9 sales at an average price of $109.56 for 272,748.00 shares. Based on historical transaction data and AGG's current price of $98.11, Spotlight Asset Group, Inc.'s estimated gain on his AGG holdings is $-1.84 Mil, reflecting a -4.94% gain to date.
Spotlight Asset Group, Inc. AGG ($98.11) Holding Chart
Spotlight Asset Group, Inc. 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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