Cape Investment Advisory, Inc. Ishares Tr Core Aggressive All Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 6,040 shares of AOA stock, worth $477,220. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,040
Previous 6,033
0.12%
Holding current value
$477,220
Previous $451 Million
5.64%
% of portfolio
0.19%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.7 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.8 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.6 Million0.25% of portfolio