Wealth Forward, LLC Ishares Tr Core Aggressive All Transaction History
Wealth Forward, LLC
- $143 Billion
- Q3 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 25,680 shares of AOA stock, worth $2.03 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
25,680
Previous 22,551
13.88%
Holding current value
$2.03 Million
Previous $1.69 Billion
20.16%
% of portfolio
1.42%
Previous 1.32%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
337Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$174 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.9 Million0.1% of portfolio
-
Assetmark, Inc276KShares$21.9 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.9 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.2 Million0.05% of portfolio