Worth Financial Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History
Worth Financial Advisory Group, LLC
- $163 Billion
- Q2 2025
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 15,873 shares of AOA stock, worth $1.37 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
15,873
Previous 16,237
2.24%
Holding current value
$1.37 Million
Previous $1.24 Billion
6.58%
% of portfolio
0.81%
Previous 0.79%
Shares
11 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.56MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$190 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$45.9 Million0.1% of portfolio
-
Cx Institutional477KShares$41.2 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.1 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$14.9 Million0.01% of portfolio