Concurrent Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,041 shares of AOA stock, worth $316,571. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,041
Previous 3,429
17.85%
Holding current value
$316,571
Previous $256 Million
24.36%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
341Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.3 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.6 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.4 Million0.25% of portfolio