New Insight Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 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 $229,932. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,336
Previous 2,206
5.89%
Holding current value
$229,932
Previous $216 Million
4.95%
% of portfolio
0.13%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.03BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.5 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.99 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.71 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.53 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.34 Billion1.52% of portfolio