Forbes Financial Planning, Inc. Ishares Core U.S. Aggregate Bo Transaction History
Forbes Financial Planning, Inc.
- $139 Million
- Q3 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 76,662 shares of AGG stock, worth $7.41 Million. This represents 5.59% of its overall portfolio holdings.
Number of Shares
76,662
Previous 75,524
1.51%
Holding current value
$7.41 Million
Previous $7.33 Million
5.89%
% of portfolio
5.59%
Previous 5.76%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
1,970Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.7 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.87 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.91 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.72 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio