Partners in Financial Planning's ownership history for AGG


Partners in Financial Planning currently holds 5.7K shares with a market value of $570.1K. It started holding AGG on 2024-03-31. At its peak, it held 5.7K shares on 2025-09-30. Its highest holding value was $570.1K on 2025-09-30. At its lowest, it held 3.4K shares on 2024-03-31, with a value of $333.5K on 2024-06-30. In the recent 180 days, Partners in Financial Planning has increased its shares by 31. In the recent year, Partners in Financial Planning has increased its shares by 2.3K.


Partners in Financial Planning's ownership history for AGG