Diversify Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,252 shares of AOA stock, worth $249,298. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,252Holding current value
$249,298% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding AOA
# of Institutions
365Shares Held
10MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$168 Million1.41% of portfolio
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Wells Fargo & Company San Francisco, CA641KShares$49.1 Million0.01% of portfolio
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Rockefeller Capital Management L.P. New York, NY515KShares$39.5 Million0.11% of portfolio
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Stifel Financial Corp St. Louis, MO306KShares$23.5 Million0.03% of portfolio
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Assetmark, Inc273KShares$20.9 Million0.06% of portfolio