Bartlett & Co. Wealth Management LLC Ishares Tr Core Aggressive All Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 130 shares of AOA stock, worth $10,219. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130
Holding current value
$10,219
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$72.11 - $79.05 $9,374 - $10,276
130 New
130 $10.3 Million
Q4 2023

Feb 14, 2024
BUY
$60.96 - $69.28 $8,656 - $9,837
142 New
142 $9.83 Million

Others Institutions Holding AOA

# of Institutions
339
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email