Mission Wealth Management, LP Ishares Core U.S. Aggregate Bo Transaction History
Mission Wealth Management, LP
- $3.75 Billion
- Q2 2024
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 21,270 shares of AGG stock, worth $2.16 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
21,270
Previous 64,054
66.79%
Holding current value
$2.16 Million
Previous $6.27 Million
67.1%
% of portfolio
0.06%
Previous 0.17%
Shares
29 transactions
Others Institutions Holding AGG
# of Institutions
1,921Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.9 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.98 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.9 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.68 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.48 Billion1.52% of portfolio