Plancorp, LLC Ishares Core U.S. Aggregate Bo Transaction History

Plancorp, LLC

$2.42 Billion
Q4 2024

A detailed history of Plancorp, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Plancorp, LLC holds 2,528 shares of AGG stock, worth $244,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,528

Holding current value

$244,811

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$96.64 - $101.23 $244,305 - $255,909	2,528 New	2,528 $244,000

Others Institutions Holding AGG

# of Institutions

2,062

Shares Held

1.14B

Call Options Held

115K

Put Options Held

402K

Jones Financial Companies Lllp

129M
Shares

$12.5 Billion
11.92% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.9M
Shares

$7.54 Billion
2.86% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.88 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$4.92 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.73 Billion
1.64% of portfolio

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Account