Life Planning Partners, Inc Ishares Core U.S. Aggregate Bo Transaction History
Life Planning Partners, Inc
- $109 Million
- Q2 2024
A detailed history of Life Planning Partners, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Life Planning Partners, Inc holds 2,310 shares of AGG stock, worth $234,465. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,310
Previous 2,301
0.39%
Holding current value
$234,465
Previous $225,000
0.44%
% of portfolio
0.2%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.97 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.89 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.67 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.47 Billion1.52% of portfolio