Essential Planning, Llc. Ishares Core U.S. Aggregate Bo Transaction History
Essential Planning, Llc.
- $209 Million
- Q1 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 3,514 shares of AGG stock, worth $339,346. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,514
Previous 3,434
2.33%
Holding current value
$339,346
Previous $340,000
1.18%
% of portfolio
0.16%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding AGG
# of Institutions
1,869Shares Held
952MCall Options Held
269KPut Options Held
32.9K-
Jones Financial Companies Lllp95.4MShares$9.22 Billion12.75% of portfolio
-
Raymond James & Associates St Petersburg, FL66MShares$6.38 Billion4.44% of portfolio
-
Wells Fargo & Company San Francisco, CA58.2MShares$5.62 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY43.9MShares$4.24 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC41.1MShares$3.97 Billion0.38% of portfolio