Cape Investment Advisory, Inc. Ishares Tr Core Aggressive All Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 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 6,033 shares of AOA stock, worth $476,546. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,033
Previous 6,038
0.08%
Holding current value
$476,546
Previous $444 Million
1.71%
% of portfolio
0.2%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding AOA
# of Institutions
336Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$173 Million1.54% of portfolio
-
Rockefeller Capital Management L.P. New York, NY479KShares$37.8 Million0.1% of portfolio
-
Assetmark, Inc275KShares$21.7 Million0.06% of portfolio
-
Geo Wealth Management, LLC Chicago, IL213KShares$16.8 Million0.72% of portfolio
-
Cambridge Investment Research Advisors, Inc.199KShares$15.8 Million0.06% of portfolio