Aquire Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Aquire Wealth Advisors, LLC
- $325 Million
- Q1 2025
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 5,756 shares of AOA stock, worth $457,314. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,756
Previous 5,564
3.45%
Holding current value
$457,314
Previous $426,000
3.29%
% of portfolio
0.14%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.99MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$175 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$41.7 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.9 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.2 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.2 Million0.05% of portfolio