Summit Wealth Group, LLC AGG Holdings History
Summit Wealth Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 93,461.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $9.25 Mil. This investment constitutes 2.7% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Summit Wealth Group, LLC has made 3 purchases of AGG, at an average price of $98.62, for a total of 347,801.00 shares. In addition, there have been 5 sales at an average price of $99.99 for 254,340.00 shares. Based on historical transaction data and AGG's current price of $98.57, Summit Wealth Group, LLC's estimated gain on his AGG holdings is $341,946.01, reflecting a 1.00% gain to date.
Summit Wealth Group, LLC AGG ($98.57) Holding Chart
Summit Wealth Group, LLC AGG ($98.57) 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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