New Insight Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
New Insight Wealth Advisors
- $190 Billion
- Q3 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New Insight Wealth Advisors holds 2,336 shares of AGG stock, worth $225,751. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,336
Previous 2,336
-0.0%
Holding current value
$225,751
Previous $227 Million
4.33%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,970Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.7 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.87 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.91 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.72 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.45 Billion0.1% of portfolio