Planned Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Planned Solutions, Inc.
- $231 Million
- Q4 2024
A detailed history of Planned Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Planned Solutions, Inc. holds 6,100 shares of AGG stock, worth $600,728. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,100
Previous 6,176
1.23%
Holding current value
$600,728
Previous $625,000
5.44%
% of portfolio
0.26%
Previous 0.26%
Shares
17 transactions
Others Institutions Holding AGG
# of Institutions
2,122Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.67 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.3 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.08 Billion1.66% of portfolio