Elevate Wealth Advisory, Inc Ishares Tr Core Aggressive All Transaction History
Elevate Wealth Advisory, Inc
- $123 Billion
- Q2 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 175 shares of AOA stock, worth $13,685. This represents 0.01% of its overall portfolio holdings.
Number of Shares
175
Previous 1,314
86.68%
Holding current value
$13,685
Previous $96.5 Million
86.44%
% of portfolio
0.01%
Previous 0.08%
Shares
3 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