Carson Allaria Wealth Management, Ltd. Ishares Tr Core Aggressive All Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,564 shares of AOA stock, worth $119,317. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,564
Previous 1,751
10.68%
Holding current value
$119,317
Previous $138,000
13.77%
% of portfolio
0.07%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding AOA
# of Institutions
370Shares Held
10MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$167 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$48.9 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.3 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.4 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.8 Million0.06% of portfolio