C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Tr Core Aggressive All Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$76.61 - $79.88 $1.99 Million - $2.08 Million	25,980 New	25,980 $825 Million

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$168 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$49 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.3 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$23.4 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$20.8 Million
0.06% of portfolio

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