Holistic Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Holistic Planning, LLC holds 6,980 shares of AGG stock, worth $681,178. This represents 0.3% of its overall portfolio holdings.
Number of Shares
6,980Holding current value
$681,178% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio