Vertex Planning Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,227 shares of AGG stock, worth $222,700. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,227Holding current value
$222,700% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AGG
# of Institutions
2,223Shares Held
1.3BCall Options Held
179KPut Options Held
24.4K-
Jones Financial Companies Lllp144MShares$14.4 Billion9.9% of portfolio
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Raymond James Financial Inc St. Petersburg, FL79.2MShares$7.92 Billion2.66% of portfolio
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Raymond James & Associates St Petersburg, FL71.1MShares$7.11 Billion4.46% of portfolio
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Wells Fargo & Company San Francisco, CA63.8MShares$6.38 Billion1.26% of portfolio
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Bank Of America Corp Charlotte, NC46.3MShares$4.63 Billion0.32% of portfolio