Blue Stem Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History
Blue Stem Wealth Partners, LLC
- $814 Billion
- Q2 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 13,599 shares of AOA stock, worth $1.18 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,599
Previous 13,599
-0.0%
Holding current value
$1.18 Million
Previous $1.04 Billion
9.02%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.56MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$190 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$45.9 Million0.1% of portfolio
-
Cx Institutional477KShares$41.2 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.1 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$14.9 Million0.01% of portfolio