Avantax Planning Partners, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 127,466 shares of AGG stock, worth $12.9 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
127,466
Previous 132,948
4.12%
Holding current value
$12.9 Million
Previous $13 Million
4.97%
% of portfolio
0.4%
Previous 0.42%
Shares
28 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio