Clear Perspectives Financial Planning, LLC Ishares Tr Core Aggressive All Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,073 shares of AOA stock, worth $80,238. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,073
Previous 1,108
3.16%
Holding current value
$80,238
Previous $66,000
3.03%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding AOA
# of Institutions
319Shares Held
8.06MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$164 Million1.68% of portfolio
-
Rockefeller Capital Management L.P. New York, NY465KShares$34.7 Million0.1% of portfolio
-
Assetmark, Inc347KShares$26 Million0.08% of portfolio
-
Cambridge Investment Research Advisors, Inc.204KShares$15.3 Million0.06% of portfolio
-
Mesirow Financial Investment Management, Inc.171KShares$12.8 Million0.29% of portfolio