New England Guild Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 43,540 shares of AGG stock, worth $4.35 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
43,540
Previous 36,228
20.18%
Holding current value
$4.35 Million
Previous $3.49 Million
21.0%
% of portfolio
2.23%
Previous 2.11%
Shares
21 transactions
Others Institutions Holding AGG
# of Institutions
1,920Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio