Aprio Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 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 2,922 shares of AOA stock, worth $228,500. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,922
Previous 2,914
0.27%
Holding current value
$228,500
Previous $214,000
1.87%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.4 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.5 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.7 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.6 Million0.06% of portfolio