Worth Financial Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,069 shares of AOA stock, worth $1.16 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
15,069
Previous 15,219
0.99%
Holding current value
$1.16 Million
Previous $1.14 Billion
4.48%
% of portfolio
0.7%
Previous 0.75%
Shares
8 transactions
Others Institutions Holding AOA
# of Institutions
341Shares Held
8.27MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$36.9 Million0.1% of portfolio
-
Assetmark, Inc276KShares$21.3 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.4 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.8 Million0.05% of portfolio