Essential Planning, Llc. Ishares Core U.S. Aggregate Bo Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Essential Planning, Llc. holds 2,224 shares of AGG stock, worth $219,753. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,224
Previous 2,328
4.47%
Holding current value
$219,753
Previous $225,000
-0.0%
% of portfolio
0.09%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$12 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$5.02 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.83 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.55 Billion0.1% of portfolio