Falcon Wealth Planning Ishares Core U.S. Aggregate Bo Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Falcon Wealth Planning holds 3,033 shares of AGG stock, worth $303,178. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,033
Previous 3,031
0.07%
Holding current value
$303,178
Previous $296,000
0.68%
% of portfolio
0.04%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
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Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio