Total Wealth Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Total Wealth Planning, LLC holds 12,901 shares of AGG stock, worth $1.26 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,901
Previous 12,901
-0.0%
Holding current value
$1.26 Million
Previous $1.25 Million
4.31%
% of portfolio
0.22%
Previous 0.22%
Shares
9 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