A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,629 shares of AOA stock, worth $282,299. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,629
Previous 3,927 7.59%
Holding current value
$282,299
Previous $293,000 2.39%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$72.11 - $79.05 $21,488 - $23,556
-298 Reduced 7.59%
3,629 $286,000
Q2 2024

Aug 12, 2024

SELL
$70.02 - $75.08 $12,113 - $12,988
-173 Reduced 4.22%
3,927 $293,000
Q1 2024

May 14, 2024

BUY
$67.75 - $73.5 $277,775 - $301,350
4,100 New
4,100 $301,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.