New England Private Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History
New England Private Wealth Advisors LLC
- $570 Million
- Q2 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 14,472 shares of AGG stock, worth $1.41 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,472
Previous 14,342
0.91%
Holding current value
$1.41 Million
Previous $1.4 Million
-0.0%
% of portfolio
0.25%
Previous 0.25%
Shares
28 transactions
Others Institutions Holding AGG
# of Institutions
1,932Shares Held
1.03BCall 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
-
Black Rock Inc. New York, NY46MShares$4.5 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.31 Billion1.52% of portfolio