Napa Wealth Management Ishares Tr Core Aggressive All Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024

A detailed history of Napa Wealth Management transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Napa Wealth Management holds 2,784 shares of AOA stock, worth $212,808. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,784
Previous 3,728 25.32%
Holding current value
$212,808
Previous $288 Million 27.69%
% of portfolio
0.09%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$76.61 - $79.88 $72,319 - $75,406
-944 Reduced 25.32%
2,784 $209 Million
Q3 2024

Nov 07, 2024
SELL
$72.11 - $79.05 $30,358 - $33,280
-421 Reduced 10.15%
3,728 $288 Million
Q2 2024

Aug 14, 2024
BUY
$70.02 - $75.08 $290,512 - $311,506
4,149 New
4,149 $306 Million

Others Institutions Holding AOA

# of Institutions
370
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email