WealthTrust Asset Management, LLC AGG Holdings History
WealthTrust Asset Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, WealthTrust Asset Management, LLC held 59,044.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.84 Mil. This investment constitutes 4.33% of their stock portfolio, and WealthTrust Asset Management, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q2. And since then WealthTrust Asset Management, LLC has made 2 purchases of AGG, at an average price of $96.54, for a total of 63,849.00 shares. In addition, there have been 2 sales at an average price of $99.59 for 4,805.00 shares. Based on historical transaction data and AGG's current price of $98.11, WealthTrust Asset Management, LLC's estimated gain on his AGG holdings is $107,627.33, reflecting a 1.75% gain to date.
WealthTrust Asset Management, LLC AGG ($98.11) Holding Chart
WealthTrust Asset Management, 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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