Cfm Wealth Partners LLC Ishares Tr Core Aggressive All Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	BUY	$55.07 - $62.69 $215,268 - $245,055	3,909 New	3,909 $0

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$171 Million
1.48% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$40 Million
0.11% of portfolio
Assetmark, Inc

276K
Shares

$21.5 Million
0.06% of portfolio
Cambridge Investment Research Advisors, Inc.

192K
Shares

$14.9 Million
0.05% of portfolio
Mesirow Financial Investment Management, Inc.

159K
Shares

$12.4 Million
0.25% of portfolio

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