Holistic Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 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 8,983 shares of AGG stock, worth $886,981. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,983
Previous 6,980 28.7%
Holding current value
$886,981
Previous $707 Million 23.14%
% of portfolio
0.32%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$96.64 - $101.23 $193,569 - $202,763
2,003 Added 28.7%
8,983 $870 Million
Q3 2024

Nov 01, 2024
BUY
$96.25 - $101.98 $671,825 - $711,820
6,980 New
6,980 $707 Million

Others Institutions Holding AGG

# of Institutions
2,126
Shares Held
1.22B
Call Options Held
124K
Put Options Held
199K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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