Mission Wealth Management, LP Ishares Core U.S. Aggregate Bo Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mission Wealth Management, LP holds 33,333 shares of AGG stock, worth $3.29 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,333
Previous 17,258
93.15%
Holding current value
$3.29 Million
Previous $1.67 Million
96.77%
% of portfolio
0.08%
Previous 0.04%
Shares
32 transactions
Others Institutions Holding AGG
# of Institutions
2,136Shares Held
1.22BCall Options Held
124KPut Options Held
199K-
Jones Financial Companies Lllp129MShares$12.7 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.68 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.01 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.31 Billion1.21% of portfolio
-
Envestnet Asset Management Inc51.6MShares$5.09 Billion1.66% of portfolio