Carolinas Wealth Consulting LLC Ishares Tr Core Aggressive All Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 55 shares of AOA stock, worth $4,323. This represents 0.0% of its overall portfolio holdings.
Number of Shares
55
Previous 55
-0.0%
Holding current value
$4,323
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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$172 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$40.5 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.7 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$15.1 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.5 Million0.25% of portfolio