Carson Allaria Wealth Management, Ltd. Ishares Tr Core Aggressive All Transaction History
Carson Allaria Wealth Management, Ltd.
- $180 Million
- Q2 2025
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 1,471 shares of AOA stock, worth $124,402. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,471
Previous 1,496
1.67%
Holding current value
$124,402
Previous $114,000
7.02%
% of portfolio
0.07%
Previous 0.07%
Shares
15 transactions
Others Institutions Holding AOA
# of Institutions
385Shares Held
9.52MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$186 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$44.4 Million0.11% of portfolio
-
Cx Institutional477KShares$40.3 Million1.39% of portfolio
-
Assetmark, Inc276KShares$23.3 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$17.2 Million0.0% of portfolio