New Insight Wealth Advisors Ishares Core U.S. Aggregate Bo Transaction History
New Insight Wealth Advisors
- $220 Billion
- Q1 2025
A detailed history of New Insight Wealth Advisors transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New Insight Wealth Advisors holds 2,686 shares of AGG stock, worth $265,887. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,686
Previous 2,686
-0.0%
Holding current value
$265,887
Previous $260 Million
2.08%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding AGG
# of Institutions
2,140Shares Held
1.21BCall Options Held
124KPut Options Held
27.7K-
Jones Financial Companies Lllp129MShares$12.8 Billion11.92% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL77.9MShares$7.71 Billion2.86% of portfolio
-
Raymond James & Associates St Petersburg, FL71.1MShares$7.03 Billion4.46% of portfolio
-
Wells Fargo & Company San Francisco, CA53.8MShares$5.33 Billion1.21% of portfolio
-
Envestnet Asset Management Inc48.5MShares$4.8 Billion1.6% of portfolio