Clearstead Advisors, LLC Ishares Tr Core Aggressive All Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Clearstead Advisors, LLC holds 59,669 shares of AOA stock, worth $4.62 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
59,669
Previous 59,386
0.48%
Holding current value
$4.62 Million
Previous $4.44 Million
6.04%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding AOA
# of Institutions
341Shares Held
8.2MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$170 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.8 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.4 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.8 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.3 Million0.25% of portfolio