Elevate Wealth Advisory, Inc Ishares Tr Core Aggressive All Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 649 shares of AOA stock, worth $51,004. This represents 0.04% of its overall portfolio holdings.
Number of Shares
649
Previous 200
224.5%
Holding current value
$51,004
Previous $15.8 Million
215.04%
% of portfolio
0.04%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding AOA
# of Institutions
370Shares Held
10.1MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$50.4 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$24.1 Million0.03% of portfolio
-
Assetmark, Inc273KShares$21.4 Million0.06% of portfolio