Newport Capital Group, LLC Ishares Core U.S. Aggregate Bo Transaction History
Newport Capital Group, LLC
- $135 Million
- Q4 2024
A detailed history of Newport Capital Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Newport Capital Group, LLC holds 45,771 shares of AGG stock, worth $4.46 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
45,771
Previous 42,097
8.73%
Holding current value
$4.46 Million
Previous $4.26 Million
4.03%
% of portfolio
3.28%
Previous 3.14%
Shares
14 transactions
Others Institutions Holding AGG
# of Institutions
2,003Shares Held
1.07BCall Options Held
115KPut Options Held
552K-
Jones Financial Companies Lllp121MShares$11.8 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.92 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.95 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.76 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.48 Billion0.1% of portfolio