Center For Financial Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 534,356 shares of AGG stock, worth $51.8 Million. This represents 7.35% of its overall portfolio holdings.
Number of Shares
534,356
Previous 493,975
8.17%
Holding current value
$51.8 Million
Previous $48 Million
12.86%
% of portfolio
7.35%
Previous 6.94%
Shares
20 transactions
Others Institutions Holding AGG
# of Institutions
1,969Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.89 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.93 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.74 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.46 Billion0.1% of portfolio