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 $2.58 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
26,409
Previous 30,711 14.01%
Holding current value
$2.58 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
1,968
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
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