New Wave Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 26,409 shares of AGG stock, worth $2.58 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
26,409
Previous 30,711
14.01%
Holding current value
$2.58 Million
Previous $2.98 Billion
10.29%
% of portfolio
1.23%
Previous 1.6%
Shares
2 transactions
Others Institutions Holding AGG
# of Institutions
1,929Shares Held
1.04BCall Options Held
68.7KPut Options Held
176K-
Jones Financial Companies Lllp117MShares$11.4 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.94 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.67 Billion1.39% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.77 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.49 Billion0.1% of portfolio