Aprio Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,943 shares of AOA stock, worth $230,554. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,943
Previous 2,922
0.72%
Holding current value
$230,554
Previous $218,000
6.42%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding AOA
# of Institutions
340Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.3 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.6 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.4 Million0.25% of portfolio