Sequent Planning LLC Ishares Core U.S. Aggregate Bo Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sequent Planning LLC holds 8,669 shares of AGG stock, worth $838,899. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,669Holding current value
$838,899% of portfolio
0.3%Shares
1 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
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Raymond James & Associates St Petersburg, FL71.1MShares$6.88 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA50.8MShares$4.92 Billion1.19% of portfolio
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Envestnet Asset Management Inc48.9MShares$4.73 Billion1.64% of portfolio
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Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio