Cornerstone Planning Group LLC Ishares Core U.S. Aggregate Bo Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 692 shares of AGG stock, worth $67,636. This represents 0.02% of its overall portfolio holdings.
Number of Shares
692
Previous 1,105
37.38%
Holding current value
$67,636
Previous $111 Million
38.45%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio