Life Planning Partners, Inc Ishares Core U.S. Aggregate Bo Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 2025
A detailed history of Life Planning Partners, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Life Planning Partners, Inc holds 2,120 shares of AGG stock, worth $209,307. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,120
Previous 2,334
9.17%
Holding current value
$209,307
Previous $226,000
7.52%
% of portfolio
0.19%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.69 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.02 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.32 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio