Holistic Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Holistic Planning, LLC holds 8,983 shares of AGG stock, worth $875,483. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,983
Previous 6,980 28.7%
Holding current value
$875,483
Previous $707 Million 23.14%
% of portfolio
0.32%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$96.64 - $101.23 $193,569 - $202,763
2,003 Added 28.7%
8,983 $870 Million
Q3 2024

Nov 01, 2024
BUY
$96.25 - $101.98 $671,825 - $711,820
6,980 New
6,980 $707 Million

Others Institutions Holding AGG

# of Institutions
1,998
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email