Pinnacle Wealth Planning Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Pinnacle Wealth Planning Services, Inc.
- $693 Million
- Q2 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 45,590 shares of AGG stock, worth $4.49 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
45,590
Previous 47,053
3.11%
Holding current value
$4.49 Million
Previous $4.61 Million
3.97%
% of portfolio
0.64%
Previous 0.68%
Shares
27 transactions
Others Institutions Holding AGG
# of Institutions
1,936Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.72 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.81 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio