Aquire Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Aquire Wealth Advisors, LLC
- $318 Million
- Q3 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 5,297 shares of AOA stock, worth $414,966. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,297
Previous 5,088
4.11%
Holding current value
$414,966
Previous $380,000
9.74%
% of portfolio
0.13%
Previous 0.13%
Shares
10 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