New England Private Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
New England Private Wealth Advisors LLC
- $606 Million
- Q3 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 14,587 shares of AGG stock, worth $1.43 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,587
Previous 14,472
0.79%
Holding current value
$1.43 Million
Previous $1.4 Million
5.2%
% of portfolio
0.24%
Previous 0.25%
Shares
29 transactions
Others Institutions Holding AGG
# of Institutions
1,968Shares Held
1.07BCall Options Held
115KPut Options Held
548K-
Jones Financial Companies Lllp121MShares$11.9 Billion12.63% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$6.95 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA50.8MShares$4.97 Billion1.19% of portfolio
-
Envestnet Asset Management Inc48.9MShares$4.78 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio