Holistic Financial Partners Ishares Core U.S. Aggregate Bo Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
A detailed history of Holistic Financial Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Holistic Financial Partners holds 3,053 shares of AGG stock, worth $298,613. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,053
Previous 4,039
24.41%
Holding current value
$298,613
Previous $392,000
21.17%
% of portfolio
0.15%
Previous 0.21%
Shares
26 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