A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,180 shares of AGG stock, worth $408,469. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,180
Previous 4,174 0.14%
Holding current value
$408,469
Previous $409 Million 0.75%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$95.11 - $97.92 $570 - $587
6 Added 0.14%
4,180 $406 Million
Q1 2024

Jun 13, 2024

SELL
$96.75 - $99.37 $58,437 - $60,019
-604 Reduced 12.64%
4,174 $409 Million
Q4 2023

Jan 29, 2024

BUY
$91.67 - $99.66 $437,999 - $476,175
4,778 New
4,778 $474 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.