Wealth Enhancement & Preservation Of GA, LLC AGG Holdings History
Wealth Enhancement & Preservation of GA, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-06-30, Wealth Enhancement & Preservation of GA, LLC held 36,593.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.58 Mil. This investment constitutes 3.44% of their stock portfolio, and Wealth Enhancement & Preservation of GA, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q2. And since then Wealth Enhancement & Preservation of GA, LLC has made 6 purchases of AGG, at an average price of $108.16, for a total of 77,335.00 shares. In addition, there have been 3 sales at an average price of $115.32 for 40,742.00 shares. Based on historical transaction data and AGG's current price of $98.11, Wealth Enhancement & Preservation of GA, LLC's estimated gain on his AGG holdings is $-76,197.55, reflecting a -0.91% gain to date.
Wealth Enhancement & Preservation of GA, LLC AGG ($98.11) Holding Chart
Wealth Enhancement & Preservation of GA, 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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