Mosaic Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
Mosaic Advisors LLC
- $124 Million
- Q2 2024
A detailed history of Mosaic Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mosaic Advisors LLC holds 25,978 shares of AGG stock, worth $2.64 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
25,978
Previous 25,741
0.92%
Holding current value
$2.64 Million
Previous $2.52 Million
-0.0%
% of portfolio
2.03%
Previous 2.06%
Shares
13 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