Philip James Wealth Mangement, LLC Ishares Tr Core Aggressive All Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 4,037 shares of AOA stock, worth $302,815. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,037
Previous 3,699
9.14%
Holding current value
$302,815
Previous $272 Million
11.11%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
334Shares Held
8.19MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$165 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$35.9 Million0.1% of portfolio
-
Assetmark, Inc275KShares$20.6 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15 Million0.06% of portfolio