Centerline Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Centerline Wealth Advisors, LLC
- $168 Billion
- Q1 2025
A detailed history of Centerline Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Centerline Wealth Advisors, LLC holds 15,042 shares of AOA stock, worth $1.15 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
15,042
Previous 13,825
8.8%
Holding current value
$1.15 Million
Previous $1.06 Billion
8.65%
% of portfolio
0.69%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
365Shares Held
10MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$168 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49.1 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.5 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.5 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.9 Million0.06% of portfolio