Modern Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,693 shares of AOA stock, worth $288,792. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,693
Previous 3,693
-0.0%
Holding current value
$288,792
Previous $270 Million
2.14%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.4 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.5 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.7 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.6 Million0.06% of portfolio