Wealth Forward, LLC Ishares Tr Core Aggressive All Transaction History
Wealth Forward, LLC
- $128 Billion
- Q2 2024
A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Forward, LLC holds 22,551 shares of AOA stock, worth $1.74 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
22,551
Previous 20,519
9.9%
Holding current value
$1.74 Million
Previous $1.51 Billion
11.88%
% of portfolio
1.32%
Previous 1.19%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
335Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$36.9 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.2 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.4 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.4 Million0.06% of portfolio