Capital A Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 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 525 shares of AOA stock, worth $46,625. This represents 0.41% of its overall portfolio holdings.
Number of Shares
525
Previous 2,891
81.84%
Holding current value
$46,625
Previous $221 Million
83.61%
% of portfolio
0.41%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
415Shares Held
9.31MCall Options Held
4.9KPut Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$195 Million1.06% of portfolio
-
Rockefeller Capital Management L.P. New York, NY544KShares$48.3 Million0.1% of portfolio
-
Assetmark, Inc243KShares$21.6 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC199KShares$17.7 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.155KShares$13.8 Million0.26% of portfolio