New Edge Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History
New Edge Wealth, LLC
- $4.52 Billion
- Q2 2024
A detailed history of New Edge Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, New Edge Wealth, LLC holds 61,326 shares of AGG stock, worth $6.13 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
61,326
Previous 65,282
6.06%
Holding current value
$6.13 Million
Previous $6.39 Million
6.9%
% of portfolio
0.13%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding AGG
# of Institutions
1,919Shares Held
1.01BCall Options Held
68.7KPut Options Held
175K-
Jones Financial Companies Lllp117MShares$11.7 Billion13.14% of portfolio
-
Raymond James & Associates St Petersburg, FL68.7MShares$6.87 Billion4.43% of portfolio
-
Wells Fargo & Company San Francisco, CA58.1MShares$5.8 Billion1.39% of portfolio
-
Black Rock Inc. New York, NY46MShares$4.6 Billion0.1% of portfolio
-
Envestnet Asset Management Inc44.1MShares$4.41 Billion1.52% of portfolio