Bernardo Wealth Planning LLC's ownership history for AGG

Bernardo Wealth Planning LLC currently holds 6.2K shares with a market value of $623.1K. It started holding AGG on 2024-09-30. At its peak, it held 6.3K shares on 2025-03-31. Its highest holding value was $624.6K on 2025-03-31. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $497 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 98. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 1.2K.