Wingate Wealth Advisors, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 37,325 shares of EAGG stock, worth $1.75 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
37,325
Previous 38,051 1.91%
Holding current value
$1.75 Million
Previous $1.77 Billion 0.29%
% of portfolio
2.04%
Previous 1.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$45.92 - $47.58 $33,337 - $34,543
-726 Reduced 1.91%
37,325 $1.77 Billion
Q4 2024

Jan 28, 2025
BUY
$46.33 - $48.6 $1.76 Million - $1.85 Million
38,051 New
38,051 $1.77 Billion

Others Institutions Holding EAGG

# of Institutions
438
Shares Held
67.9M
Call Options Held
0
Put Options Held
1.2K
View Full List

About ISHARES ESG AWARE U.S. AGGREGA

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

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. 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 Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email