Mpwm Advisory Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History
Mpwm Advisory Solutions, LLC
- $158 Billion
- Q2 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 3,285 shares of AGG stock, worth $330,273. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,285
Previous 1,520
116.12%
Holding current value
$330,273
Previous $150 Million
116.73%
% of portfolio
0.21%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
2,170Shares Held
1.31BCall Options Held
213KPut Options Held
130K-
Jones Financial Companies Lllp145MShares$14.6 Billion11.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.3MShares$7.78 Billion2.74% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.14 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA55.7MShares$5.6 Billion1.18% of portfolio
-
Envestnet Asset Management Inc54.2MShares$5.45 Billion1.65% of portfolio