WealthPlan Investment Management, LLC's ownership history for AGG

WealthPlan Investment Management, LLC currently holds 231.7K shares with a market value of $23.0M. It started holding AGG on 2024-12-31. At its peak, it held 231.7K shares on 2026-03-31. Its highest holding value was $23.0M on 2026-03-31. At its lowest, it held 4.5K shares on 2025-06-30, with a value of $443.7K on 2025-06-30. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 167.6K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 227.0K.