A detailed history of Planwiser Financial, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Planwiser Financial, LLC holds 6,120 shares of AGG stock, worth $605,818. This represents 0.54% of its overall portfolio holdings.

Number of Shares
6,120
Holding current value
$605,818
% of portfolio
0.54%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

BUY
$95.85 - $99.25 $586,602 - $607,410
6,120 New
6,120 $601 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Planwiser Financial, LLC Portfolio

Follow Planwiser Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planwiser Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Planwiser Financial, LLC with notifications on news.