Holistic Financial Partners's ownership history for AGG

Holistic Financial Partners currently holds 2.7K shares with a market value of $266.0K. It started holding AGG on 2024-09-30. At its peak, it held 3.1K shares on 2024-09-30. Its highest holding value was $309.2K on 2024-09-30. At its lowest, it held 2.7K shares on 2025-12-31, with a value of $266.0K on 2025-12-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 239. In the recent year, Holistic Financial Partners has decreased its shares by 370.