Aprio Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Aprio Wealth Management, LLC
- $808 Million
- Q2 2025
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 2,991 shares of AOA stock, worth $258,751. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,991
Previous 2,982
0.3%
Holding current value
$258,751
Previous $228,000
9.21%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.56MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$190 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$45.9 Million0.1% of portfolio
-
Cx Institutional477KShares$41.2 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.1 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$14.9 Million0.01% of portfolio