Archvest Wealth Advisors, Inc. Ishares Tr Core Aggressive All Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 52,806 shares of AOA stock, worth $3.96 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
52,806
Previous 45,389
16.34%
Holding current value
$3.96 Million
Previous $3.33 Million
18.42%
% of portfolio
2.61%
Previous 2.34%
Shares
11 transactions
Others Institutions Holding AOA
# of Institutions
335Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$165 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$35.9 Million0.1% of portfolio
-
Assetmark, Inc275KShares$20.6 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15 Million0.06% of portfolio