Partners In Financial Planning Ishares Core U.S. Aggregate Bo Transaction History
Partners In Financial Planning
- $498 Billion
- Q1 2025
A detailed history of Partners In Financial Planning transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Partners In Financial Planning holds 5,656 shares of AGG stock, worth $558,020. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,656
Previous 5,666
0.18%
Holding current value
$558,020
Previous $549 Million
1.9%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
2,170Shares Held
1.26BCall Options Held
110KPut Options Held
10.2K-
Jones Financial Companies Lllp139MShares$13.7 Billion12.33% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL81.3MShares$8.02 Billion3.12% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA53.9MShares$5.32 Billion1.24% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.78 Billion1.6% of portfolio