Compass Planning Associates Inc Ishares Core U.S. Aggregate Bo Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Compass Planning Associates Inc holds 3,852 shares of AGG stock, worth $380,307. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,852Holding current value
$380,307% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,127Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
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Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.69 Billion2.86% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
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Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio