Henrickson Nauta Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Henrickson Nauta Wealth Advisors, Inc.

  • $230 Million
  • Q1 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 3,328 shares of AGG stock, worth $327,208. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,328
Previous 13,572 75.48%
Holding current value
$327,208
Previous $1.35 Million 75.87%
% of portfolio
0.14%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$96.75 - $99.37 $991,107 - $1.02 Million
-10,244 Reduced 75.48%
3,328 $325,000
Q4 2023

Jan 12, 2024
BUY
$91.67 - $99.66 $1.24 Million - $1.35 Million
13,572 New
13,572 $1.35 Million
Q1 2022

May 16, 2022
SELL
N/A
-113 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
113 New
113 $13,000

Others Institutions Holding AGG

# of Institutions
1,874
Shares Held
958M
Call Options Held
269K
Put Options Held
32.9K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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