Capital A Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 525 shares of AOA stock, worth $45,990. This represents 0.41% of its overall portfolio holdings.
Number of Shares
525
Previous 2,891
81.84%
Holding current value
$45,990
Previous $221 Million
83.61%
% of portfolio
0.41%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.58MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$192 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$46.5 Million0.1% of portfolio
-
Cx Institutional477KShares$41.8 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.4 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$15.1 Million0.01% of portfolio