New Wave Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 26,409 shares of AGG stock, worth $2.56 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
26,409
Previous 30,711 14.01%
Holding current value
$2.56 Million
Previous $2.98 Billion 10.29%
% of portfolio
1.23%
Previous 1.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$96.25 - $101.98 $414,067 - $438,717
-4,302 Reduced 14.01%
26,409 $2.67 Billion
Q2 2024

Aug 27, 2024
BUY
$95.11 - $97.92 $2.92 Million - $3.01 Million
30,711 New
30,711 $2.98 Billion

Others Institutions Holding AGG

# of Institutions
1,970
Shares Held
1.07B
Call Options Held
115K
Put Options Held
548K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email