Archvest Wealth Advisors, Inc. Ishares Tr Core Aggressive All Transaction History
Archvest Wealth Advisors, Inc.
- $137 Million
- Q4 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 52,855 shares of AOA stock, worth $4.15 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
52,855
Previous 53,691
1.56%
Holding current value
$4.15 Million
Previous $4.24 Million
4.41%
% of portfolio
2.95%
Previous 2.55%
Shares
13 transactions
Others Institutions Holding AOA
# of Institutions
346Shares Held
8.51MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$172 Million1.41% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.4 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio