Pds Planning, Inc Ishares Core U.S. Aggregate Bo Transaction History
Pds Planning, Inc
- $1.1 Billion
- Q3 2024
A detailed history of Pds Planning, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pds Planning, Inc holds 644,270 shares of AGG stock, worth $63 Million. This represents 5.93% of its overall portfolio holdings.
Number of Shares
644,270
Previous 565,330
13.96%
Holding current value
$63 Million
Previous $54.9 Million
18.9%
% of portfolio
5.93%
Previous 5.57%
Shares
24 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