Mosaic Family Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
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 4,280 shares of AGG stock, worth $418,626. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,280
Previous 4,180
2.39%
Holding current value
$418,626
Previous $406 Million
6.83%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio