Capital A Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Capital A Wealth Management, LLC
- $95.4 Billion
- Q1 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 2,891 shares of AOA stock, worth $231,280. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,891
Previous 7,252
60.14%
Holding current value
$231,280
Previous $556 Million
60.19%
% of portfolio
0.23%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
372Shares Held
8.98MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$176 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$42 Million0.11% of portfolio
-
Assetmark, Inc276KShares$22.1 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.3 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.3 Million0.05% of portfolio