WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AGG Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 16.51 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.63 Bil. This investment constitutes 2.69% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 1.27% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q3. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 27 purchases of AGG, at an average price of $100.41, for a total of 16.59 Mil shares. In addition, there have been 1 sales at an average price of $109.73 for 84,464.00 shares. Based on historical transaction data and AGG's current price of $98.11, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his AGG holdings is $-37.11 Mil, reflecting a -2.23% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AGG ($98.11) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, 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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